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NSOIX vs RBEGX
NSOIX vs RBEGX Comparison
Open Charts NSOIX vs RBEGX
North Star Opportunity I
Price$18.38
Change+$0.23 (+1.27%)
VolumeN/A
Net Assets138.6M
American Funds Growth and Inc Port R2E
Price$21.65
Change-$0.16 (-0.73%)
VolumeN/A
Net Assets21.95B
NSOIX vs RBEGX Comparison Chart in %
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NSOIX vs. RBEGX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NSOIX is a Buy and RBEGX is a Hold.
FUNDAMENTALS
Fundamentals
RBEGX has more cash in the bank: 21.9B vs. NSOIX (139M). NSOIX pays higher dividends than RBEGX: NSOIX (1.29) vs RBEGX (1.22). NSOIX was incepted earlier than RBEGX: NSOIX (14 years) vs RBEGX (11 years). NSOIX (1.35) is less costly to investors than RBEGX (1.14). NSOIX is a more actively managed with annual turnover of: 21.00 vs. RBEGX (10.00). RBEGX has a lower initial minimum investment than NSOIX: RBEGX (250) vs NSOIX (5000). RBEGX annual gain was more profitable for investors over the last year : 12.35 vs. NSOIX (6.62). RBEGX return over 5 years is better than : 29.00 vs. NSOIX (8.00).
| NSOIX | RBEGX | NSOIX / RBEGX | |
| Total Expense Ratio | 1.31 | 1.14 | 115% |
| Annual Report Gross Expense Ratio | 1.35 | 1.14 | 118% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 0.712 | 2.123 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 21.9B | 1% |
| Annual Yield % from dividends | 1.29 | 1.22 | 106% |
| Returns for 1 year | 6.62 | 12.35 | 54% |
| Returns for 3 years | 18.81 | 41.65 | 45% |
| Returns for 5 years | 8.00 | 29.00 | 28% |
| Returns for 10 years | 101.96 | 90.22 | 113% |
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