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AIOOX vs CWGFX
AIOOX vs CWGFX Comparison
Open Charts AIOOX vs CWGFX
Aristotle/Saul Global Equity I-2
Price$12.76
Change-$0.13 (-1.01%)
VolumeN/A
Net Assets32.03M
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
AIOOX vs CWGFX Comparison Chart in %
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AIOOX vs. CWGFX commentary
Nov 14, 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 AIOOX is a Hold and CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. AIOOX (32M). CWGFX pays higher dividends than AIOOX: CWGFX (1.32) vs AIOOX (1.08). 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 : 14.99 vs. AIOOX (-16.64). CWGFX return over 5 years is better than : 47.60 vs. AIOOX (-2.50).
| 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 | 17.387 | 23.373 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32M | 144B | 0% |
| Annual Yield % from dividends | 1.08 | 1.32 | 81% |
| Returns for 1 year | -16.64 | 14.99 | -111% |
| Returns for 3 years | -3.91 | 55.97 | -7% |
| Returns for 5 years | -2.50 | 47.60 | -5% |
| Returns for 10 years | 35.14 | 85.73 | 41% |
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