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NSOIX vs RGWEX
NSOIX vs RGWEX Comparison
Open Charts NSOIX vs RGWEX
North Star Opportunity I
Price$18.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets132.65M
American Funds Growth Portfolio R4
Price$29.75
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets24.42B
NSOIX vs RGWEX Comparison Chart in %
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NSOIX vs. RGWEX commentary
Oct 18, 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 RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 24.4B vs. NSOIX (133M). NSOIX pays higher dividends than RGWEX: NSOIX (1.23) vs RGWEX (0.40). NSOIX was incepted earlier than RGWEX: NSOIX (14 years) vs RGWEX (13 years). NSOIX (1.35) is less costly to investors than RGWEX (0.71). RGWEX has a lower initial minimum investment than NSOIX: RGWEX (250) vs NSOIX (5000). RGWEX annual gain was more profitable for investors over the last year : 11.42 vs. NSOIX (-0.20). RGWEX return over 5 years is better than : 39.65 vs. NSOIX (22.88).
| NSOIX | RGWEX | NSOIX / RGWEX | |
| Total Expense Ratio | 1.31 | 0.71 | 185% |
| Annual Report Gross Expense Ratio | 1.35 | 0.71 | 190% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 6.415 | 17.311 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 24.4B | 1% |
| Annual Yield % from dividends | 1.23 | 0.40 | 310% |
| Returns for 1 year | -0.20 | 11.42 | -2% |
| Returns for 3 years | 25.02 | 60.76 | 41% |
| Returns for 5 years | 22.88 | 39.65 | 58% |
| Returns for 10 years | 85.59 | 98.38 | 87% |
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