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CWIAX vs NSRKX
CWIAX vs NSRKX Comparison
Open Charts CWIAX vs NSRKX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Northern World Selection Index K
Price$25.35
Change+$0.07 (+0.28%)
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 (1.51) 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 (13.38). CWIAX has a lower initial minimum investment than NSRKX: CWIAX (250) vs NSRKX (2500). CWIAX (13.76) and NSRKX (13.35) have marching annual gain over last year.
| 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 | 15.007 | 11.723 | 128% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.02B | 6,792% |
| Annual Yield % from dividends | 1.46 | 1.51 | 96% |
| Returns for 1 year | 13.76 | 13.35 | 103% |
| Returns for 3 years | 52.42 | 56.96 | 92% |
| Returns for 5 years | 55.06 | N/A | - |
| Returns for 10 years | 84.54 | N/A | - |
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