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FWCGX vs NSRIX
FWCGX vs NSRIX Comparison
Open Charts FWCGX vs NSRIX
American Funds Capital World Gr&Inc529F3
Price$72.48
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
FWCGX vs NSRIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. NSRIX (2.02B). FWCGX pays higher dividends than NSRIX: FWCGX (1.73) vs NSRIX (1.46). FWCGX was incepted earlier than NSRIX: FWCGX (5 years) vs NSRIX (17 years). FWCGX (0.47) is less costly to investors than NSRIX (0.30). FWCGX is a more actively managed with annual turnover of: 27.00 vs. NSRIX (13.38). NSRIX has a lower initial minimum investment than FWCGX: NSRIX (0) vs FWCGX (250). FWCGX annual gain was more profitable for investors over the last year : 14.12 vs. NSRIX (13.30).
| FWCGX | NSRIX | FWCGX / NSRIX | |
| Total Expense Ratio | 0.47 | 0.30 | 157% |
| Annual Report Gross Expense Ratio | 0.47 | 0.30 | 157% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 15.194 | 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 | 1.73 | 1.46 | 118% |
| Returns for 1 year | 14.12 | 13.30 | 106% |
| Returns for 3 years | 53.88 | 56.79 | 95% |
| Returns for 5 years | N/A | 77.37 | - |
| Returns for 10 years | N/A | 139.77 | - |
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