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NSOIX vs RGQFX
NSOIX vs RGQFX Comparison
Open Charts NSOIX vs RGQFX
North Star Opportunity I
Price$18.36
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets138.14M
American Funds Growth and Inc Port R5E
Price$22.44
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.95B
NSOIX vs RGQFX Comparison Chart in %
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NSOIX vs. RGQFX 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 RGQFX is a Hold.
FUNDAMENTALS
Fundamentals
RGQFX has more cash in the bank: 21.9B vs. NSOIX (138M). RGQFX pays higher dividends than NSOIX: RGQFX (1.72) vs NSOIX (1.20). NSOIX was incepted earlier than RGQFX: NSOIX (14 years) vs RGQFX (10 years). NSOIX (1.35) is less costly to investors than RGQFX (0.47). NSOIX is a more actively managed with annual turnover of: 21.00 vs. RGQFX (10.00). RGQFX has a lower initial minimum investment than NSOIX: RGQFX (250) vs NSOIX (5000). RGQFX annual gain was more profitable for investors over the last year : 14.17 vs. NSOIX (6.61). RGQFX return over 5 years is better than : 41.25 vs. NSOIX (13.81).
| NSOIX | RGQFX | NSOIX / RGQFX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 7.412 | 19.199 | 39% |
| 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 | 1.72 | 70% |
| Returns for 1 year | 6.61 | 14.17 | 47% |
| Returns for 3 years | 29.57 | 49.08 | 60% |
| Returns for 5 years | 13.81 | 41.25 | 33% |
| Returns for 10 years | 81.28 | 82.43 | 99% |
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