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CWGFX vs NSRIX
CWGFX vs NSRIX Comparison
Open Charts CWGFX vs NSRIX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Northern World Selection Index I
Price$25.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.02B
CWGFX vs NSRIX Comparison Chart in %
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CWGFX vs. NSRIX commentary
Aug 18, 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: 137B vs. NSRIX (2.02B). NSRIX (1.44) and CWGFX (1.42) have matching dividends . CWGFX was incepted earlier than NSRIX: CWGFX (24 years) vs NSRIX (17 years). CWGFX (0.80) is less costly to investors than NSRIX (0.30). 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 (11.40) and NSRIX (11.26) have marching annual gain over last year. NSRIX return over 5 years is better than : 72.83 vs. CWGFX (47.31).
| CWGFX | NSRIX | CWGFX / NSRIX | |
| Total Expense Ratio | 0.80 | 0.30 | 267% |
| Annual Report Gross Expense Ratio | 0.80 | 0.30 | 267% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 15.446 | 12.434 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.02B | 6,772% |
| Annual Yield % from dividends | 1.42 | 1.44 | 99% |
| Returns for 1 year | 11.40 | 11.26 | 101% |
| Returns for 3 years | 41.09 | 45.78 | 90% |
| Returns for 5 years | 47.31 | 72.83 | 65% |
| Returns for 10 years | 64.09 | 140.99 | 45% |
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