Interact to see
Advertisement
Advertisement
CWIAX vs NSRKX
CWIAX vs NSRKX Comparison
Open Charts CWIAX vs NSRKX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Northern World Selection Index K
Price$26.83
Change-$0.48 (-1.76%)
VolumeN/A
Net Assets1.96B
CWIAX vs NSRKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. NSRKX commentary
Nov 14, 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 StrongBuy and NSRKX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. NSRKX (1.96B). NSRKX (1.38) and CWIAX (1.36) 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). CWIAX annual gain was more profitable for investors over the last year : 13.45 vs. NSRKX (12.51). NSRKX return over 5 years is better than : 73.76 vs. CWIAX (48.31).
| 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 | 21.188 | 20.361 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.96B | 7,358% |
| Annual Yield % from dividends | 1.36 | 1.38 | 98% |
| Returns for 1 year | 13.45 | 12.51 | 108% |
| Returns for 3 years | 55.06 | 66.15 | 83% |
| Returns for 5 years | 48.31 | 73.76 | 65% |
| Returns for 10 years | 103.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement