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CWIFX vs NSRIX
CWIFX vs NSRIX Comparison
Open Charts CWIFX vs NSRIX
American Funds Capital World Gr&Inc 529F
Price$77.03
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Northern World Selection Index I
Price$27.05
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets1.95B
CWIFX vs NSRIX Comparison Chart in %
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CWIFX vs. NSRIX commentary
Dec 04, 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 CWIFX is a StrongBuy and NSRIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. NSRIX (1.95B). CWIFX pays higher dividends than NSRIX: CWIFX (1.48) vs NSRIX (1.33). CWIFX was incepted earlier than NSRIX: CWIFX (23 years) vs NSRIX (18 years). CWIFX (0.86) is less costly to investors than NSRIX (0.29). CWIFX is a more actively managed with annual turnover of: 27.00 vs. NSRIX (13.38). NSRIX has a lower initial minimum investment than CWIFX: NSRIX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 12.79 vs. NSRIX (10.33). NSRIX return over 5 years is better than : 66.63 vs. CWIFX (45.56).
| CWIFX | NSRIX | CWIFX / NSRIX | |
| Total Expense Ratio | 0.86 | 0.29 | 297% |
| Annual Report Gross Expense Ratio | 0.86 | 0.29 | 297% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 22.203 | 18.959 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.95B | 7,267% |
| Annual Yield % from dividends | 1.48 | 1.33 | 111% |
| Returns for 1 year | 12.79 | 10.33 | 124% |
| Returns for 3 years | 51.07 | 59.19 | 86% |
| Returns for 5 years | 45.56 | 66.63 | 68% |
| Returns for 10 years | 106.66 | 160.46 | 66% |
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