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AIOOX vs CWGFX
AIOOX vs CWGFX Comparison
Open Charts AIOOX vs CWGFX
Aristotle/Saul Global Equity I-2
Price$12.63
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets31.74M
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
AIOOX vs CWGFX Comparison Chart in %
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AIOOX vs. CWGFX commentary
Aug 18, 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: 137B vs. AIOOX (31.7M). CWGFX pays higher dividends than AIOOX: CWGFX (1.42) vs AIOOX (1.12). AIOOX was incepted earlier than CWGFX: AIOOX (13 years) vs CWGFX (24 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 : 11.40 vs. AIOOX (-17.22). CWGFX return over 5 years is better than : 47.31 vs. AIOOX (5.43).
| AIOOX | CWGFX | AIOOX / CWGFX | |
| Total Expense Ratio | 0.78 | 0.80 | 98% |
| Annual Report Gross Expense Ratio | 0.79 | 0.80 | 99% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 16.191 | 15.446 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 137B | 0% |
| Annual Yield % from dividends | 1.12 | 1.42 | 78% |
| Returns for 1 year | -17.22 | 11.40 | -151% |
| Returns for 3 years | -8.08 | 41.09 | -20% |
| Returns for 5 years | 5.43 | 47.31 | 11% |
| Returns for 10 years | 31.12 | 64.09 | 49% |
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