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CWIAX vs NSRKX
CWIAX vs NSRKX Comparison
Open Charts CWIAX vs NSRKX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Northern World Selection Index K
Price$24.84
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets1.98B
CWIAX vs NSRKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. NSRKX (1.98B). NSRKX (1.51) and CWIAX (1.46) 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). CWIAX annual gain was more profitable for investors over the last year : 9.32 vs. NSRKX (7.84).
| 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 | 13.573 | 9.476 | 143% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.98B | 6,872% |
| Annual Yield % from dividends | 1.46 | 1.51 | 96% |
| Returns for 1 year | 9.32 | 7.84 | 119% |
| Returns for 3 years | 51.64 | 56.48 | 91% |
| Returns for 5 years | 56.88 | N/A | - |
| Returns for 10 years | 84.28 | N/A | - |
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