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CWGFX vs NSRKX
CWGFX vs NSRKX Comparison
Open Charts CWGFX vs NSRKX
American Funds Capital World Gr&Inc F1
Price$73.37
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Northern World Selection Index K
Price$25.63
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets2.01B
CWGFX vs NSRKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. NSRKX (2.01B). NSRKX pays higher dividends than CWGFX: NSRKX (1.46) vs CWGFX (1.39). CWGFX was incepted earlier than NSRKX: CWGFX (25 years) vs NSRKX (5 years). CWGFX (0.80) is less costly to investors than NSRKX (0.24). CWGFX is a more actively managed with annual turnover of: 27.00 vs. NSRKX (13.38). CWGFX has a lower initial minimum investment than NSRKX: CWGFX (250) vs NSRKX (2500). CWGFX annual gain was more profitable for investors over the last year : 15.54 vs. NSRKX (14.30). NSRKX return over 5 years is better than : 72.73 vs. CWGFX (48.28).
| CWGFX | NSRKX | CWGFX / NSRKX | |
| Total Expense Ratio | 0.80 | 0.24 | 333% |
| Annual Report Gross Expense Ratio | 0.80 | 0.24 | 333% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 16.671 | 12.957 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.01B | 6,873% |
| Annual Yield % from dividends | 1.39 | 1.46 | 95% |
| Returns for 1 year | 15.54 | 14.30 | 109% |
| Returns for 3 years | 49.28 | 55.93 | 88% |
| Returns for 5 years | 48.28 | 72.73 | 66% |
| Returns for 10 years | 76.04 | N/A | - |
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