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FWCGX vs NSRIX
FWCGX vs NSRIX Comparison
Open Charts FWCGX vs NSRIX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Northern World Selection Index I
Price$23.89
Change-$0.31 (-1.28%)
VolumeN/A
Net Assets1.91B
FWCGX vs NSRIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. NSRIX (1.91B). FWCGX pays higher dividends than NSRIX: FWCGX (1.81) vs NSRIX (1.52). 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 (15.57). 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 : 6.64 vs. NSRIX (5.51).
| 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 | 9.155 | 5.335 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.91B | 6,859% |
| Annual Yield % from dividends | 1.81 | 1.52 | 119% |
| Returns for 1 year | 6.64 | 5.51 | 121% |
| Returns for 3 years | 46.75 | 53.60 | 87% |
| Returns for 5 years | N/A | 76.81 | - |
| Returns for 10 years | N/A | 124.14 | - |
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