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AIOOX vs CWGFX
AIOOX vs CWGFX Comparison
Open Charts AIOOX vs CWGFX
Aristotle/Saul Global Equity I-2
Price$12.57
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets31.27M
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
AIOOX vs CWGFX Comparison Chart in %
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AIOOX vs. CWGFX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. AIOOX (31.3M). CWGFX pays higher dividends than AIOOX: CWGFX (1.35) vs AIOOX (1.09). 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 : 10.73 vs. AIOOX (-20.44). CWGFX return over 5 years is better than : 50.48 vs. AIOOX (1.17).
| 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 | 15.639 | 19.913 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3M | 141B | 0% |
| Annual Yield % from dividends | 1.09 | 1.35 | 80% |
| Returns for 1 year | -20.44 | 10.73 | -190% |
| Returns for 3 years | 4.65 | 66.79 | 7% |
| Returns for 5 years | 1.17 | 50.48 | 2% |
| Returns for 10 years | 32.62 | 76.92 | 42% |
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