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CWGFX vs NSRIX
CWGFX vs NSRIX Comparison
Open Charts CWGFX vs NSRIX
American Funds Capital World Gr&Inc F1
Price$74.52
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Northern World Selection Index I
Price$26.13
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets1.9B
CWGFX vs NSRIX Comparison Chart in %
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CWGFX vs. NSRIX commentary
Sep 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWGFX is a Buy and NSRIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. NSRIX (1.9B). NSRIX (1.41) and CWGFX (1.39) have matching dividends . CWGFX was incepted earlier than NSRIX: CWGFX (25 years) vs NSRIX (18 years). CWGFX (0.80) is less costly to investors than NSRIX (0.29). CWGFX is a more actively managed with annual turnover of: 27.00 vs. NSRIX (13.38). NSRIX has a lower initial minimum investment than CWGFX: NSRIX (0) vs CWGFX (250). CWGFX (9.37) and NSRIX (9.09) have marching annual gain over last year. NSRIX return over 5 years is better than : 80.28 vs. CWGFX (54.88).
| CWGFX | NSRIX | CWGFX / NSRIX | |
| Total Expense Ratio | 0.80 | 0.29 | 276% |
| Annual Report Gross Expense Ratio | 0.80 | 0.29 | 276% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 18.797 | 15.212 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.9B | 7,376% |
| Annual Yield % from dividends | 1.39 | 1.41 | 99% |
| Returns for 1 year | 9.37 | 9.09 | 103% |
| Returns for 3 years | 69.62 | 78.17 | 89% |
| Returns for 5 years | 54.88 | 80.28 | 68% |
| Returns for 10 years | 89.86 | 175.97 | 51% |