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CWIAX vs NSRKX
CWIAX vs NSRKX Comparison
Open Charts CWIAX vs NSRKX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
Northern World Selection Index K
Price$23.90
Change-$0.32 (-1.32%)
VolumeN/A
Net Assets1.94B
CWIAX vs NSRKX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 132B vs. NSRKX (1.94B). NSRKX (1.57) and CWIAX (1.52) have matching dividends . CWIAX was incepted earlier than NSRKX: CWIAX (23 years) vs NSRKX (5 years). CWIAX (0.78) is less costly to investors than NSRKX (0.25). CWIAX is a more actively managed with annual turnover of: 27.00 vs. NSRKX (15.57). CWIAX has a lower initial minimum investment than NSRKX: CWIAX (250) vs NSRKX (2500). NSRKX annual gain was more profitable for investors over the last year : 6.98 vs. CWIAX (6.31).
| CWIAX | NSRKX | CWIAX / NSRKX | |
| Total Expense Ratio | 0.78 | 0.25 | 312% |
| Annual Report Gross Expense Ratio | 0.78 | 0.25 | 312% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 9.031 | 6.743 | 134% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.94B | 6,818% |
| Annual Yield % from dividends | 1.52 | 1.57 | 97% |
| Returns for 1 year | 6.31 | 6.98 | 90% |
| Returns for 3 years | 45.37 | 55.85 | 81% |
| Returns for 5 years | 56.31 | N/A | - |
| Returns for 10 years | 73.44 | N/A | - |
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