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CWIAX vs NSRKX
CWIAX vs NSRKX Comparison
Open Charts CWIAX vs NSRKX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Northern World Selection Index K
Price$25.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.02B
CWIAX vs NSRKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. NSRKX (2.02B). NSRKX (1.50) and CWIAX (1.46) 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 (0.25). 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). CWIAX (11.41) and NSRKX (11.32) have marching annual gain over last year. NSRKX return over 5 years is better than : 73.29 vs. CWIAX (51.32).
| CWIAX | NSRKX | CWIAX / NSRKX | |
| Total Expense Ratio | 0.78 | 0.25 | 312% |
| Annual Report Gross Expense Ratio | 0.78 | 0.25 | 312% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 15.485 | 12.472 | 124% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.02B | 6,772% |
| Annual Yield % from dividends | 1.46 | 1.50 | 98% |
| Returns for 1 year | 11.41 | 11.32 | 101% |
| Returns for 3 years | 42.58 | 46.03 | 93% |
| Returns for 5 years | 51.32 | 73.29 | 70% |
| Returns for 10 years | 85.94 | N/A | - |
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