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CWIEX vs NSRIX
CWIEX vs NSRIX Comparison
Open Charts CWIEX vs NSRIX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Northern World Selection Index I
Price$25.59
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets2.01B
CWIEX vs NSRIX Comparison Chart in %
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CWIEX vs. NSRIX commentary
Sep 08, 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: 138B vs. NSRIX (2.01B). 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 annual gain was more profitable for investors over the last year : 12.87 vs. NSRIX (11.79). NSRIX return over 5 years is better than : 71.18 vs. CWIEX (49.15).
| 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 | 15.997 | 12.478 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.01B | 6,873% |
| Annual Yield % from dividends | 1.22 | 1.41 | 87% |
| Returns for 1 year | 12.87 | 11.79 | 109% |
| Returns for 3 years | 54.44 | 61.34 | 89% |
| Returns for 5 years | 49.15 | 71.18 | 69% |
| Returns for 10 years | 94.28 | 157.32 | 60% |
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