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CWIFX vs NSRIX
CWIFX vs NSRIX Comparison
Open Charts CWIFX vs NSRIX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
Northern World Selection Index I
Price$26.13
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets1.9B
CWIFX vs NSRIX Comparison Chart in %
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CWIFX vs. NSRIX commentary
Sep 28, 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: 140B vs. NSRIX (1.9B). 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 : 9.58 vs. NSRIX (9.09). NSRIX return over 5 years is better than : 80.28 vs. CWIFX (59.80).
| 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 | 18.989 | 15.212 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.9B | 7,376% |
| Annual Yield % from dividends | 1.57 | 1.41 | 111% |
| Returns for 1 year | 9.58 | 9.09 | 105% |
| Returns for 3 years | 71.60 | 78.17 | 92% |
| Returns for 5 years | 59.80 | 80.28 | 74% |
| Returns for 10 years | 118.55 | 175.97 | 67% |
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