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AIOOX vs CWIAX
AIOOX vs CWIAX Comparison
Open Charts AIOOX vs CWIAX
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 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
AIOOX vs CWIAX Comparison Chart in %
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AIOOX vs. CWIAX 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 CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. AIOOX (30.5M). AIOOX pays higher dividends than CWIAX: AIOOX (1.77) vs CWIAX (1.45). AIOOX was incepted earlier than CWIAX: AIOOX (14 years) vs CWIAX (24 years). AIOOX (0.79) and CWIAX (0.78) have similar cost to investors . CWIAX is a more actively managed with annual turnover of: 27.00 vs. AIOOX (9.00). AIOOX has a lower initial minimum investment than CWIAX: AIOOX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 16.21 vs. AIOOX (10.12). CWIAX return over 5 years is better than : 33.28 vs. AIOOX (-13.11).
| AIOOX | CWIAX | AIOOX / CWIAX | |
| Total Expense Ratio | 0.79 | 0.78 | 101% |
| Annual Report Gross Expense Ratio | 0.79 | 0.78 | 101% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.823 | 4.934 | 77% |
| Front Load | N/A | 4% | - |
| 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 | 1.45 | 122% |
| Returns for 1 year | 10.12 | 16.21 | 62% |
| Returns for 3 years | -10.66 | 43.10 | -25% |
| Returns for 5 years | -13.11 | 33.28 | -39% |
| Returns for 10 years | 35.06 | 124.19 | 28% |
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