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CWIFX vs NSRKX
CWIFX vs NSRKX Comparison
Open Charts CWIFX vs NSRKX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Northern World Selection Index K
Price$26.83
Change-$0.48 (-1.76%)
VolumeN/A
Net Assets1.96B
CWIFX vs NSRKX Comparison Chart in %
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CWIFX vs. NSRKX 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 NSRKX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. NSRKX (1.96B). CWIFX pays higher dividends than NSRKX: CWIFX (1.49) vs NSRKX (1.38). CWIFX was incepted earlier than NSRKX: CWIFX (23 years) vs NSRKX (5 years). CWIFX (0.86) is less costly to investors than NSRKX (0.24). CWIFX is a more actively managed with annual turnover of: 27.00 vs. NSRKX (13.38). CWIFX has a lower initial minimum investment than NSRKX: CWIFX (250) vs NSRKX (2500). CWIFX annual gain was more profitable for investors over the last year : 13.64 vs. NSRKX (12.51). NSRKX return over 5 years is better than : 73.76 vs. CWIFX (49.49).
| CWIFX | NSRKX | CWIFX / NSRKX | |
| Total Expense Ratio | 0.86 | 0.24 | 358% |
| Annual Report Gross Expense Ratio | 0.86 | 0.24 | 358% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 21.356 | 20.361 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.96B | 7,358% |
| Annual Yield % from dividends | 1.49 | 1.38 | 108% |
| Returns for 1 year | 13.64 | 12.51 | 109% |
| Returns for 3 years | 55.78 | 66.15 | 84% |
| Returns for 5 years | 49.49 | 73.76 | 67% |
| Returns for 10 years | 107.52 | N/A | - |
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