Interact to see
Advertisement
Advertisement
CWIEX vs NSRIX
CWIEX vs NSRIX Comparison
Open Charts CWIEX vs NSRIX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Northern World Selection Index I
Price$26.32
Change-$0.31 (-1.16%)
VolumeN/A
Net Assets2.03B
CWIEX vs NSRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. NSRIX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. NSRIX (2.03B). NSRIX pays higher dividends than CWIEX: NSRIX (1.71) vs CWIEX (1.24). 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 annual gain was more profitable for investors over the last year : 17.76 vs. CWIEX (15.93). NSRIX return over 5 years is better than : 57.90 vs. CWIEX (31.71).
| 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 | 4.913 | 2.505 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 2.03B | 7,012% |
| Annual Yield % from dividends | 1.24 | 1.71 | 73% |
| Returns for 1 year | 15.93 | 17.76 | 90% |
| Returns for 3 years | 42.06 | 55.92 | 75% |
| Returns for 5 years | 31.71 | 57.90 | 55% |
| Returns for 10 years | 119.07 | 200.61 | 59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FYT | 61.88 | 0.26 | +0.41% |
| First Trust Small Cap Val AlphaDEX® ETF | |||
| XHYF | 37.88 | 0.06 | +0.16% |
| BondBloxx US Hg Yld Fncl & REIT Str ETF | |||
| IGIB | 53.74 | N/A | N/A |
| iShares 5-10 Year invmt Grd Corp Bd ETF | |||
| PMBS | 50.03 | N/A | N/A |
| PIMCO Mortgage-Backed Securities Act ETF | |||
| STK | 40.33 | -0.34 | -0.84% |
| Columbia Seligman Premium Technology Growth Fund | |||