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AIOOX vs CWIAX
AIOOX vs CWIAX Comparison
Open Charts AIOOX vs CWIAX
Aristotle/Saul Global Equity I-2
Price$11.88
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets31.36M
American Funds Capital World Gr&Inc 529A
Price$73.79
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
AIOOX vs CWIAX Comparison Chart in %
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AIOOX vs. CWIAX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. AIOOX (31.4M). AIOOX pays higher dividends than CWIAX: AIOOX (1.82) vs CWIAX (1.52). 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 : 18.87 vs. AIOOX (13.15). CWIAX return over 5 years is better than : 33.89 vs. AIOOX (-12.00).
| 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 | 3.215 | 3.725 | 86% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4M | 142B | 0% |
| Annual Yield % from dividends | 1.82 | 1.52 | 120% |
| Returns for 1 year | 13.15 | 18.87 | 70% |
| Returns for 3 years | -9.04 | 43.38 | -21% |
| Returns for 5 years | -12.00 | 33.89 | -35% |
| Returns for 10 years | 39.89 | 123.34 | 32% |
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