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CWIFX vs NSRKX
CWIFX vs NSRKX Comparison
Open Charts CWIFX vs NSRKX
American Funds Capital World Gr&Inc 529F
Price$73.27
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Northern World Selection Index K
Price$25.63
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets2.01B
CWIFX vs NSRKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. NSRKX (2.01B). CWIFX pays higher dividends than NSRKX: CWIFX (1.57) vs NSRKX (1.46). 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 : 15.74 vs. NSRKX (14.30). NSRKX return over 5 years is better than : 72.73 vs. CWIFX (53.52).
| 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 | 16.830 | 12.957 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.01B | 6,873% |
| Annual Yield % from dividends | 1.57 | 1.46 | 107% |
| Returns for 1 year | 15.74 | 14.30 | 110% |
| Returns for 3 years | 51.54 | 55.93 | 92% |
| Returns for 5 years | 53.52 | 72.73 | 74% |
| Returns for 10 years | 103.39 | N/A | - |
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