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AIOOX vs CWIAX
AIOOX vs CWIAX Comparison
Open Charts AIOOX vs CWIAX
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 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
AIOOX vs CWIAX Comparison Chart in %
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AIOOX vs. CWIAX 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 CWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. AIOOX (32M). CWIAX pays higher dividends than AIOOX: CWIAX (1.36) vs AIOOX (1.08). 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 : 15.02 vs. AIOOX (-16.49). CWIAX return over 5 years is better than : 51.04 vs. AIOOX (-1.50).
| 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 | 18.583 | 23.425 | 79% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32M | 144B | 0% |
| Annual Yield % from dividends | 1.08 | 1.36 | 79% |
| Returns for 1 year | -16.49 | 15.02 | -110% |
| Returns for 3 years | -3.77 | 57.07 | -7% |
| Returns for 5 years | -1.50 | 51.04 | -3% |
| Returns for 10 years | 37.44 | 109.69 | 34% |
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