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CWIFX vs NSRIX
CWIFX vs NSRIX Comparison
Open Charts CWIFX vs NSRIX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Northern World Selection Index I
Price$25.59
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets2.01B
CWIFX vs NSRIX Comparison Chart in %
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CWIFX vs. NSRIX commentary
Sep 08, 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 Buy and NSRIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. NSRIX (2.01B). CWIFX pays higher dividends than NSRIX: CWIFX (1.57) vs NSRIX (1.41). 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 : 13.31 vs. NSRIX (11.79). NSRIX return over 5 years is better than : 71.18 vs. CWIFX (52.14).
| 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 | 16.304 | 12.478 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.01B | 6,873% |
| Annual Yield % from dividends | 1.57 | 1.41 | 111% |
| Returns for 1 year | 13.31 | 11.79 | 113% |
| Returns for 3 years | 56.25 | 61.34 | 92% |
| Returns for 5 years | 52.14 | 71.18 | 73% |
| Returns for 10 years | 102.66 | 157.32 | 65% |
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