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FCWGX vs NSRIX
FCWGX vs NSRIX Comparison
Open Charts FCWGX vs NSRIX
American Funds Capital World Gr&Inc529F2
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Northern World Selection Index I
Price$25.33
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets2.02B
FCWGX vs NSRIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. NSRIX (2.02B). FCWGX pays higher dividends than NSRIX: FCWGX (1.68) vs NSRIX (1.46). FCWGX was incepted earlier than NSRIX: FCWGX (5 years) vs NSRIX (17 years). FCWGX (0.52) is less costly to investors than NSRIX (0.30). FCWGX is a more actively managed with annual turnover of: 27.00 vs. NSRIX (13.38). NSRIX has a lower initial minimum investment than FCWGX: NSRIX (0) vs FCWGX (250). FCWGX annual gain was more profitable for investors over the last year : 14.07 vs. NSRIX (13.30).
| FCWGX | NSRIX | FCWGX / NSRIX | |
| Total Expense Ratio | 0.52 | 0.30 | 173% |
| Annual Report Gross Expense Ratio | 0.52 | 0.30 | 173% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 15.158 | 11.684 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.02B | 6,792% |
| Annual Yield % from dividends | 1.68 | 1.46 | 115% |
| Returns for 1 year | 14.07 | 13.30 | 106% |
| Returns for 3 years | 53.70 | 56.79 | 95% |
| Returns for 5 years | N/A | 77.37 | - |
| Returns for 10 years | N/A | 139.77 | - |
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