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NSOIX vs RGWEX
NSOIX vs RGWEX Comparison
Open Charts NSOIX vs RGWEX
North Star Opportunity I
Price$18.38
Change+$0.23 (+1.27%)
VolumeN/A
Net Assets138.6M
American Funds Growth Portfolio R4
Price$29.24
Change-$0.81 (-2.70%)
VolumeN/A
Net Assets25.13B
NSOIX vs RGWEX Comparison Chart in %
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NSOIX vs. RGWEX 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 RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 25.1B vs. NSOIX (139M). NSOIX pays higher dividends than RGWEX: NSOIX (1.29) vs RGWEX (0.34). 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 : 11.82 vs. NSOIX (6.62). RGWEX return over 5 years is better than : 23.05 vs. NSOIX (8.00).
| 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 | 0.712 | 1.141 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 25.1B | 1% |
| Annual Yield % from dividends | 1.29 | 0.34 | 377% |
| Returns for 1 year | 6.62 | 11.82 | 56% |
| Returns for 3 years | 18.81 | 52.52 | 36% |
| Returns for 5 years | 8.00 | 23.05 | 35% |
| Returns for 10 years | 101.96 | 126.05 | 81% |
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