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CWIFX vs NSRKX
CWIFX vs NSRKX Comparison
Open Charts CWIFX vs NSRKX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Northern World Selection Index K
Price$25.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.02B
CWIFX vs NSRKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. NSRKX (2.02B). CWIFX pays higher dividends than NSRKX: CWIFX (1.60) vs NSRKX (1.50). CWIFX was incepted earlier than NSRKX: CWIFX (23 years) vs NSRKX (5 years). CWIFX (0.86) is less costly to investors than NSRKX (0.25). 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 (11.58) and NSRKX (11.32) have marching annual gain over last year. NSRKX return over 5 years is better than : 73.29 vs. CWIFX (52.56).
| CWIFX | NSRKX | CWIFX / NSRKX | |
| Total Expense Ratio | 0.86 | 0.25 | 344% |
| Annual Report Gross Expense Ratio | 0.86 | 0.25 | 344% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 15.587 | 12.472 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.02B | 6,772% |
| Annual Yield % from dividends | 1.60 | 1.50 | 107% |
| Returns for 1 year | 11.58 | 11.32 | 102% |
| Returns for 3 years | 43.22 | 46.03 | 94% |
| Returns for 5 years | 52.56 | 73.29 | 72% |
| Returns for 10 years | 89.56 | N/A | - |
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