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CWIAX vs NSRKX
CWIAX vs NSRKX Comparison
Open Charts CWIAX vs NSRKX
American Funds Capital World Gr&Inc 529A
Price$71.61
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Northern World Selection Index K
Price$26.28
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets1.97B
CWIAX vs NSRKX Comparison Chart in %
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CWIAX vs. NSRKX commentary
Dec 28, 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 CWIAX is a Hold and NSRKX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. NSRKX (1.97B). NSRKX (1.38) and CWIAX (1.35) have matching dividends . CWIAX was incepted earlier than NSRKX: CWIAX (24 years) vs NSRKX (5 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 : 13.09 vs. CWIAX (12.35). NSRKX return over 5 years is better than : 60.19 vs. CWIAX (33.75).
| 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 | 5 years | - |
| Gain YTD | 14.414 | 15.734 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.97B | 7,197% |
| Annual Yield % from dividends | 1.35 | 1.38 | 98% |
| Returns for 1 year | 12.35 | 13.09 | 94% |
| Returns for 3 years | 46.06 | 64.21 | 72% |
| Returns for 5 years | 33.75 | 60.19 | 56% |
| Returns for 10 years | 94.37 | N/A | - |
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