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CWIEX vs NSRKX
CWIEX vs NSRKX Comparison
Open Charts CWIEX vs NSRKX
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Northern World Selection Index K
Price$25.63
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets2.01B
CWIEX vs NSRKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. NSRKX (2.01B). NSRKX pays higher dividends than CWIEX: NSRKX (1.46) vs CWIEX (1.22). 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 : 15.31 vs. NSRKX (14.30). NSRKX return over 5 years is better than : 72.73 vs. CWIEX (50.55).
| 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 | 16.523 | 12.957 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.01B | 6,873% |
| Annual Yield % from dividends | 1.22 | 1.46 | 83% |
| Returns for 1 year | 15.31 | 14.30 | 107% |
| Returns for 3 years | 49.81 | 55.93 | 89% |
| Returns for 5 years | 50.55 | 72.73 | 69% |
| Returns for 10 years | 95.02 | N/A | - |
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