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CWIAX vs NSRKX
CWIAX vs NSRKX Comparison
Open Charts CWIAX vs NSRKX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Northern World Selection Index K
Price$26.34
Change-$0.31 (-1.16%)
VolumeN/A
Net Assets2.03B
CWIAX vs NSRKX Comparison Chart in %
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CWIAX vs. NSRKX commentary
Feb 04, 2026
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 CWIAX is a Buy and NSRKX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. NSRKX (2.03B). NSRKX pays higher dividends than CWIAX: NSRKX (1.75) vs CWIAX (1.45). CWIAX was incepted earlier than NSRKX: CWIAX (24 years) vs NSRKX (6 years). CWIAX (0.78) is less costly to investors than NSRKX (0.24). CWIAX is a more actively managed with annual turnover of: 27.00 vs. NSRKX (13.38). 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 : 17.81 vs. CWIAX (16.21). NSRKX return over 5 years is better than : 58.29 vs. CWIAX (33.28).
| CWIAX | NSRKX | CWIAX / NSRKX | |
| Total Expense Ratio | 0.78 | 0.24 | 325% |
| Annual Report Gross Expense Ratio | 0.78 | 0.24 | 325% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 4.934 | 2.504 | 197% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 2.03B | 7,012% |
| Annual Yield % from dividends | 1.45 | 1.75 | 83% |
| Returns for 1 year | 16.21 | 17.81 | 91% |
| Returns for 3 years | 43.10 | 56.11 | 77% |
| Returns for 5 years | 33.28 | 58.29 | 57% |
| Returns for 10 years | 124.19 | N/A | - |
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