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CWGFX vs NSRIX
CWGFX vs NSRIX Comparison
Open Charts CWGFX vs NSRIX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Northern World Selection Index I
Price$25.59
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets2.01B
CWGFX vs NSRIX Comparison Chart in %
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CWGFX vs. NSRIX commentary
Sep 08, 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: 138B vs. NSRIX (2.01B). 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 annual gain was more profitable for investors over the last year : 13.11 vs. NSRIX (11.79). NSRIX return over 5 years is better than : 71.18 vs. CWGFX (46.91).
| 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 | 16.146 | 12.478 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.01B | 6,873% |
| Annual Yield % from dividends | 1.39 | 1.41 | 99% |
| Returns for 1 year | 13.11 | 11.79 | 111% |
| Returns for 3 years | 53.92 | 61.34 | 88% |
| Returns for 5 years | 46.91 | 71.18 | 66% |
| Returns for 10 years | 75.40 | 157.32 | 48% |
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