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AIOOX vs CWGFX
AIOOX vs CWGFX Comparison
Open Charts AIOOX vs CWGFX
Aristotle/Saul Global Equity I-2
Price$12.55
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets31.58M
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
AIOOX vs CWGFX Comparison Chart in %
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AIOOX vs. CWGFX commentary
Sep 09, 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 StrongBuy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. AIOOX (31.6M). CWGFX pays higher dividends than AIOOX: CWGFX (1.39) vs AIOOX (1.09). AIOOX was incepted earlier than CWGFX: AIOOX (13 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 : 13.11 vs. AIOOX (-18.36). CWGFX return over 5 years is better than : 46.91 vs. AIOOX (5.01).
| AIOOX | CWGFX | AIOOX / CWGFX | |
| Total Expense Ratio | 0.79 | 0.80 | 99% |
| Annual Report Gross Expense Ratio | 0.79 | 0.80 | 99% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 15.915 | 16.146 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.6M | 138B | 0% |
| Annual Yield % from dividends | 1.09 | 1.39 | 78% |
| Returns for 1 year | -18.36 | 13.11 | -140% |
| Returns for 3 years | 0.64 | 53.92 | 1% |
| Returns for 5 years | 5.01 | 46.91 | 11% |
| Returns for 10 years | 39.05 | 75.40 | 52% |
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