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CWIEX vs NSRIX
CWIEX vs NSRIX Comparison
Open Charts CWIEX vs NSRIX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Northern World Selection Index I
Price$26.54
Change+$0.15 (+0.57%)
VolumeN/A
Net Assets1.92B
CWIEX vs NSRIX Comparison Chart in %
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CWIEX vs. NSRIX commentary
Oct 19, 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 Hold and NSRIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. NSRIX (1.92B). NSRIX pays higher dividends than CWIEX: NSRIX (1.36) vs CWIEX (1.17). 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). NSRIX (10.80) and CWIEX (10.48) have marching annual gain over last year. NSRIX return over 5 years is better than : 74.94 vs. CWIEX (52.18).
| 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 | 19.725 | 17.019 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.92B | 7,328% |
| Annual Yield % from dividends | 1.17 | 1.36 | 86% |
| Returns for 1 year | 10.48 | 10.80 | 97% |
| Returns for 3 years | 66.72 | 76.71 | 87% |
| Returns for 5 years | 52.18 | 74.94 | 70% |
| Returns for 10 years | 95.26 | 159.86 | 60% |
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