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AIOOX vs CWGFX
AIOOX vs CWGFX Comparison
Open Charts AIOOX vs CWGFX
Aristotle/Saul Global Equity I-2
Price$11.95
Change-$0.69 (-5.46%)
VolumeN/A
Net Assets30.5M
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
AIOOX vs CWGFX Comparison Chart in %
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AIOOX vs. CWGFX commentary
Feb 04, 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 AIOOX is a Hold and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AIOOX (30.5M). AIOOX pays higher dividends than CWGFX: AIOOX (1.77) vs CWGFX (1.41). AIOOX was incepted earlier than CWGFX: AIOOX (14 years) vs CWGFX (25 years). CWGFX (0.80) and AIOOX (0.79) have similar cost to investors . CWGFX is a more actively managed with annual turnover of: 27.00 vs. AIOOX (9.00). AIOOX has a lower initial minimum investment than CWGFX: AIOOX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. AIOOX (10.12). CWGFX return over 5 years is better than : 30.54 vs. AIOOX (-13.11).
| AIOOX | CWGFX | AIOOX / CWGFX | |
| Total Expense Ratio | 0.79 | 0.80 | 99% |
| Annual Report Gross Expense Ratio | 0.79 | 0.80 | 99% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 3.823 | 4.924 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5M | 142B | 0% |
| Annual Yield % from dividends | 1.77 | 1.41 | 126% |
| Returns for 1 year | 10.12 | 16.18 | 63% |
| Returns for 3 years | -10.66 | 43.02 | -25% |
| Returns for 5 years | -13.11 | 30.54 | -43% |
| Returns for 10 years | 35.06 | 99.82 | 35% |
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