Interact to see
Advertisement
Advertisement
CWIFX vs NSRKX
CWIFX vs NSRKX Comparison
Open Charts CWIFX vs NSRKX
American Funds Capital World Gr&Inc 529F
Price$71.28
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Northern World Selection Index K
Price$24.84
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets1.98B
CWIFX vs NSRKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. NSRKX (1.98B). CWIFX pays higher dividends than NSRKX: CWIFX (1.60) vs NSRKX (1.51). 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 (15.57). 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 : 9.49 vs. NSRKX (7.84).
| 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 | 13.657 | 9.476 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.98B | 6,872% |
| Annual Yield % from dividends | 1.60 | 1.51 | 106% |
| Returns for 1 year | 9.49 | 7.84 | 121% |
| Returns for 3 years | 52.32 | 56.48 | 93% |
| Returns for 5 years | 58.16 | N/A | - |
| Returns for 10 years | 87.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement