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FWCGX vs NSRKX
FWCGX vs NSRKX Comparison
Open Charts FWCGX vs NSRKX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Northern World Selection Index K
Price$24.84
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets1.98B
FWCGX vs NSRKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. NSRKX (1.98B). FWCGX pays higher dividends than NSRKX: FWCGX (1.73) vs NSRKX (1.51). FWCGX was incepted earlier than NSRKX: FWCGX (5 years) vs NSRKX (5 years). FWCGX (0.47) is less costly to investors than NSRKX (0.25). FWCGX is a more actively managed with annual turnover of: 27.00 vs. NSRKX (15.57). FWCGX has a lower initial minimum investment than NSRKX: FWCGX (250) vs NSRKX (2500). FWCGX annual gain was more profitable for investors over the last year : 9.68 vs. NSRKX (7.84).
| FWCGX | NSRKX | FWCGX / NSRKX | |
| Total Expense Ratio | 0.47 | 0.25 | 188% |
| Annual Report Gross Expense Ratio | 0.47 | 0.25 | 188% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 13.732 | 9.476 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.98B | 6,872% |
| Annual Yield % from dividends | 1.73 | 1.51 | 114% |
| Returns for 1 year | 9.68 | 7.84 | 123% |
| Returns for 3 years | 53.08 | 56.48 | 94% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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