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CWIFX vs NSRIX
CWIFX vs NSRIX Comparison
Open Charts CWIFX vs NSRIX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Northern World Selection Index I
Price$26.54
Change+$0.15 (+0.57%)
VolumeN/A
Net Assets1.92B
CWIFX vs NSRIX Comparison Chart in %
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CWIFX vs. NSRIX commentary
Oct 19, 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: 141B vs. NSRIX (1.92B). CWIFX pays higher dividends than NSRIX: CWIFX (1.53) vs NSRIX (1.36). 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 (10.94) and NSRIX (10.80) have marching annual gain over last year. NSRIX return over 5 years is better than : 74.94 vs. CWIFX (55.22).
| 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 | 20.108 | 17.019 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.92B | 7,328% |
| Annual Yield % from dividends | 1.53 | 1.36 | 112% |
| Returns for 1 year | 10.94 | 10.80 | 101% |
| Returns for 3 years | 68.69 | 76.71 | 90% |
| Returns for 5 years | 55.22 | 74.94 | 74% |
| Returns for 10 years | 103.66 | 159.86 | 65% |
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