Interact to see
Advertisement
Advertisement
FCWGX vs NSRKX
FCWGX vs NSRKX Comparison
Open Charts FCWGX vs NSRKX
American Funds Capital World Gr&Inc529F2
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Northern World Selection Index K
Price$25.35
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets2.02B
FCWGX vs NSRKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. NSRKX (2.02B). FCWGX pays higher dividends than NSRKX: FCWGX (1.68) vs NSRKX (1.51). FCWGX was incepted earlier than NSRKX: FCWGX (5 years) vs NSRKX (5 years). FCWGX (0.52) is less costly to investors than NSRKX (0.25). FCWGX is a more actively managed with annual turnover of: 27.00 vs. NSRKX (13.38). FCWGX has a lower initial minimum investment than NSRKX: FCWGX (250) vs NSRKX (2500). FCWGX annual gain was more profitable for investors over the last year : 14.07 vs. NSRKX (13.35).
| FCWGX | NSRKX | FCWGX / NSRKX | |
| Total Expense Ratio | 0.52 | 0.25 | 208% |
| Annual Report Gross Expense Ratio | 0.52 | 0.25 | 208% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 15.158 | 11.723 | 129% |
| 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 | 6,792% |
| Annual Yield % from dividends | 1.68 | 1.51 | 111% |
| Returns for 1 year | 14.07 | 13.35 | 105% |
| Returns for 3 years | 53.70 | 56.96 | 94% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement