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CWIFX vs NSRIX
CWIFX vs NSRIX Comparison
Open Charts CWIFX vs NSRIX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Northern World Selection Index I
Price$26.32
Change-$0.31 (-1.16%)
VolumeN/A
Net Assets2.03B
CWIFX vs NSRIX Comparison Chart in %
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CWIFX vs. NSRIX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. NSRIX (2.03B). NSRIX pays higher dividends than CWIFX: NSRIX (1.71) vs CWIFX (1.59). 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). NSRIX annual gain was more profitable for investors over the last year : 17.76 vs. CWIFX (16.37). NSRIX return over 5 years is better than : 57.90 vs. CWIFX (34.32).
| 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 | 4.948 | 2.505 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 2.03B | 7,012% |
| Annual Yield % from dividends | 1.59 | 1.71 | 93% |
| Returns for 1 year | 16.37 | 17.76 | 92% |
| Returns for 3 years | 43.74 | 55.92 | 78% |
| Returns for 5 years | 34.32 | 57.90 | 59% |
| Returns for 10 years | 128.46 | 200.61 | 64% |
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