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NSOIX vs RBEGX
NSOIX vs RBEGX Comparison
Open Charts NSOIX vs RBEGX
North Star Opportunity I
Price$18.36
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets138.14M
American Funds Growth and Inc Port R2E
Price$22.35
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.95B
NSOIX vs RBEGX Comparison Chart in %
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NSOIX vs. RBEGX commentary
Dec 27, 2025
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 (138M). NSOIX pays higher dividends than RBEGX: NSOIX (1.20) vs RBEGX (1.14). 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 : 13.37 vs. NSOIX (6.61). RBEGX return over 5 years is better than : 37.48 vs. NSOIX (13.81).
| 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 | 7.412 | 18.487 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138M | 21.9B | 1% |
| Annual Yield % from dividends | 1.20 | 1.14 | 105% |
| Returns for 1 year | 6.61 | 13.37 | 49% |
| Returns for 3 years | 29.57 | 46.32 | 64% |
| Returns for 5 years | 13.81 | 37.48 | 37% |
| Returns for 10 years | 81.28 | 77.10 | 105% |
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