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NSOIX vs RGWEX
NSOIX vs RGWEX Comparison
Open Charts NSOIX vs RGWEX
North Star Opportunity I
Price$19.01
Change+$0.16 (+0.85%)
VolumeN/A
Net Assets138.75M
American Funds Growth Portfolio R4
Price$30.43
Change+$0.14 (+0.46%)
VolumeN/A
Net Assets24.9B
NSOIX vs RGWEX Comparison Chart in %
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NSOIX vs. RGWEX commentary
Dec 04, 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 StrongBuy and RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 24.9B vs. NSOIX (139M). NSOIX pays higher dividends than RGWEX: NSOIX (1.20) vs RGWEX (0.39). NSOIX was incepted earlier than RGWEX: NSOIX (14 years) vs RGWEX (14 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 : 10.18 vs. NSOIX (4.34). RGWEX return over 5 years is better than : 33.09 vs. NSOIX (18.06).
| 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 | 14 years | - |
| Gain YTD | 10.695 | 19.164 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 24.9B | 1% |
| Annual Yield % from dividends | 1.20 | 0.39 | 311% |
| Returns for 1 year | 4.34 | 10.18 | 43% |
| Returns for 3 years | 22.46 | 49.27 | 46% |
| Returns for 5 years | 18.06 | 33.09 | 55% |
| Returns for 10 years | 87.66 | 96.85 | 91% |
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