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CWIEX vs NSRIX
CWIEX vs NSRIX Comparison
Open Charts CWIEX vs NSRIX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Northern World Selection Index I
Price$26.13
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets1.9B
CWIEX vs NSRIX Comparison Chart in %
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CWIEX vs. NSRIX commentary
Sep 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 CWIEX is a Buy and NSRIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. NSRIX (1.9B). NSRIX pays higher dividends than CWIEX: NSRIX (1.41) vs CWIEX (1.22). CWIEX was incepted earlier than NSRIX: CWIEX (24 years) vs NSRIX (18 years). CWIEX (1.00) is less costly to investors than NSRIX (0.29). CWIEX is a more actively managed with annual turnover of: 27.00 vs. NSRIX (13.38). NSRIX has a lower initial minimum investment than CWIEX: NSRIX (0) vs CWIEX (250). CWIEX (9.15) and NSRIX (9.09) have marching annual gain over last year. NSRIX return over 5 years is better than : 80.28 vs. CWIEX (56.65).
| CWIEX | NSRIX | CWIEX / NSRIX | |
| Total Expense Ratio | 1.00 | 0.29 | 345% |
| Annual Report Gross Expense Ratio | 1.00 | 0.29 | 345% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 18.639 | 15.212 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.9B | 7,376% |
| Annual Yield % from dividends | 1.22 | 1.41 | 87% |
| Returns for 1 year | 9.15 | 9.09 | 101% |
| Returns for 3 years | 69.61 | 78.17 | 89% |
| Returns for 5 years | 56.65 | 80.28 | 71% |
| Returns for 10 years | 109.57 | 175.97 | 62% |