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CWIFX vs NSRIX
CWIFX vs NSRIX Comparison
Open Charts CWIFX vs NSRIX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Northern World Selection Index I
Price$26.81
Change-$0.47 (-1.72%)
VolumeN/A
Net Assets1.96B
CWIFX vs NSRIX Comparison Chart in %
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CWIFX vs. NSRIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. NSRIX (1.96B). CWIFX pays higher dividends than NSRIX: CWIFX (1.49) 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 : 15.20 vs. NSRIX (12.41). NSRIX return over 5 years is better than : 73.35 vs. CWIFX (52.22).
| 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 | 23.579 | 20.282 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.96B | 7,358% |
| Annual Yield % from dividends | 1.49 | 1.33 | 112% |
| Returns for 1 year | 15.20 | 12.41 | 122% |
| Returns for 3 years | 57.77 | 65.82 | 88% |
| Returns for 5 years | 52.22 | 73.35 | 71% |
| Returns for 10 years | 113.80 | 170.51 | 67% |
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