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AIOOX vs CWIAX
AIOOX vs CWIAX Comparison
Open Charts AIOOX vs CWIAX
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 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
AIOOX vs CWIAX Comparison Chart in %
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AIOOX vs. CWIAX 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 CWIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. AIOOX (31.3M). CWIAX pays higher dividends than AIOOX: CWIAX (1.39) vs AIOOX (1.09). 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 : 10.77 vs. AIOOX (-20.44). CWIAX return over 5 years is better than : 54.01 vs. AIOOX (1.17).
| 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 | 15.639 | 19.974 | 78% |
| Front Load | N/A | 4% | - |
| 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 | 1.39 | 78% |
| Returns for 1 year | -20.44 | 10.77 | -190% |
| Returns for 3 years | 4.65 | 67.94 | 7% |
| Returns for 5 years | 1.17 | 54.01 | 2% |
| Returns for 10 years | 32.62 | 99.76 | 33% |
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