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CWIEX vs NSRKX
CWIEX vs NSRKX Comparison
Open Charts CWIEX vs NSRKX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Northern World Selection Index K
Price$26.56
Change+$0.15 (+0.57%)
VolumeN/A
Net Assets1.92B
CWIEX vs NSRKX Comparison Chart in %
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CWIEX vs. NSRKX commentary
Oct 19, 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 Hold and NSRKX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. NSRKX (1.92B). NSRKX pays higher dividends than CWIEX: NSRKX (1.41) vs CWIEX (1.17). 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). NSRKX (10.86) and CWIEX (10.48) have marching annual gain over last year. NSRKX return over 5 years is better than : 75.39 vs. CWIEX (52.18).
| 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 | 19.725 | 17.056 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.92B | 7,328% |
| Annual Yield % from dividends | 1.17 | 1.41 | 83% |
| Returns for 1 year | 10.48 | 10.86 | 97% |
| Returns for 3 years | 66.72 | 76.98 | 87% |
| Returns for 5 years | 52.18 | 75.39 | 69% |
| Returns for 10 years | 95.26 | N/A | - |
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