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CWIFX vs NSRIX
CWIFX vs NSRIX Comparison
Open Charts CWIFX vs NSRIX
American Funds Capital World Gr&Inc 529F
Price$71.62
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Northern World Selection Index I
Price$26.27
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets1.97B
CWIFX vs NSRIX Comparison Chart in %
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CWIFX vs. NSRIX commentary
Dec 27, 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 Hold and NSRIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. NSRIX (1.97B). 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). NSRIX (13.05) and CWIFX (12.48) have marching annual gain over last year. NSRIX return over 5 years is better than : 59.72 vs. CWIFX (34.75).
| 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 | 14.543 | 15.697 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.97B | 7,197% |
| Annual Yield % from dividends | 1.48 | 1.33 | 111% |
| Returns for 1 year | 12.48 | 13.05 | 96% |
| Returns for 3 years | 46.67 | 64.03 | 73% |
| Returns for 5 years | 34.75 | 59.72 | 58% |
| Returns for 10 years | 98.10 | 163.78 | 60% |
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