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CWIEX vs NSRKX
CWIEX vs NSRKX Comparison
Open Charts CWIEX vs NSRKX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Northern World Selection Index K
Price$25.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.02B
CWIEX vs NSRKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. NSRKX (2.02B). NSRKX pays higher dividends than CWIEX: NSRKX (1.50) vs CWIEX (1.25). CWIEX was incepted earlier than NSRKX: CWIEX (23 years) vs NSRKX (5 years). CWIEX (1.00) is less costly to investors than NSRKX (0.25). 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). NSRKX (11.32) and CWIEX (11.15) have marching annual gain over last year. NSRKX return over 5 years is better than : 73.29 vs. CWIEX (49.58).
| CWIEX | NSRKX | CWIEX / NSRKX | |
| Total Expense Ratio | 1.00 | 0.25 | 400% |
| Annual Report Gross Expense Ratio | 1.00 | 0.25 | 400% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 15.312 | 12.472 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.02B | 6,772% |
| Annual Yield % from dividends | 1.25 | 1.50 | 84% |
| Returns for 1 year | 11.15 | 11.32 | 99% |
| Returns for 3 years | 41.58 | 46.03 | 90% |
| Returns for 5 years | 49.58 | 73.29 | 68% |
| Returns for 10 years | 81.77 | N/A | - |
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