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CWIEX vs NSRKX
CWIEX vs NSRKX Comparison
Open Charts CWIEX vs NSRKX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Northern World Selection Index K
Price$26.83
Change-$0.48 (-1.76%)
VolumeN/A
Net Assets1.96B
CWIEX vs NSRKX Comparison Chart in %
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CWIEX 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 CWIEX is a StrongBuy and NSRKX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. NSRKX (1.96B). NSRKX pays higher dividends than CWIEX: NSRKX (1.38) vs CWIEX (1.15). CWIEX was incepted earlier than NSRKX: CWIEX (24 years) vs NSRKX (5 years). CWIEX (1.00) is less costly to investors than NSRKX (0.24). CWIEX is a more actively managed with annual turnover of: 27.00 vs. NSRKX (13.38). CWIEX has a lower initial minimum investment than NSRKX: CWIEX (250) vs NSRKX (2500). CWIEX annual gain was more profitable for investors over the last year : 13.18 vs. NSRKX (12.51). NSRKX return over 5 years is better than : 73.76 vs. CWIEX (46.58).
| CWIEX | NSRKX | CWIEX / NSRKX | |
| Total Expense Ratio | 1.00 | 0.24 | 417% |
| Annual Report Gross Expense Ratio | 1.00 | 0.24 | 417% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 20.939 | 20.361 | 103% |
| Front Load | N/A | 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 | 1.15 | 1.38 | 83% |
| Returns for 1 year | 13.18 | 12.51 | 105% |
| Returns for 3 years | 53.98 | 66.15 | 82% |
| Returns for 5 years | 46.58 | 73.76 | 63% |
| Returns for 10 years | 99.00 | N/A | - |
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