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CWIFX vs NSRKX
CWIFX vs NSRKX Comparison
Open Charts CWIFX vs NSRKX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
Northern World Selection Index K
Price$23.90
Change-$0.32 (-1.32%)
VolumeN/A
Net Assets1.94B
CWIFX vs NSRKX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 132B vs. NSRKX (1.94B). CWIFX pays higher dividends than NSRKX: CWIFX (1.68) vs NSRKX (1.57). 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). NSRKX annual gain was more profitable for investors over the last year : 6.98 vs. CWIFX (6.46).
| 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 | 9.097 | 6.743 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.94B | 6,818% |
| Annual Yield % from dividends | 1.68 | 1.57 | 107% |
| Returns for 1 year | 6.46 | 6.98 | 93% |
| Returns for 3 years | 46.04 | 55.85 | 82% |
| Returns for 5 years | 57.58 | N/A | - |
| Returns for 10 years | 76.87 | N/A | - |
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