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AIOOX vs CWIEX
AIOOX vs CWIEX Comparison
Open Charts AIOOX vs CWIEX
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 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
AIOOX vs CWIEX Comparison Chart in %
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AIOOX vs. CWIEX 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 CWIEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. AIOOX (31.3M). CWIEX pays higher dividends than AIOOX: CWIEX (1.17) vs AIOOX (1.09). AIOOX was incepted earlier than CWIEX: AIOOX (14 years) vs CWIEX (24 years). CWIEX (1.00) is less costly to investors than AIOOX (0.79). CWIEX is a more actively managed with annual turnover of: 27.00 vs. AIOOX (9.00). AIOOX has a lower initial minimum investment than CWIEX: AIOOX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 10.48 vs. AIOOX (-20.44). CWIEX return over 5 years is better than : 52.18 vs. AIOOX (1.17).
| AIOOX | CWIEX | AIOOX / CWIEX | |
| Total Expense Ratio | 0.79 | 1.00 | 79% |
| Annual Report Gross Expense Ratio | 0.79 | 1.00 | 79% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 15.639 | 19.725 | 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 | 1.17 | 92% |
| Returns for 1 year | -20.44 | 10.48 | -195% |
| Returns for 3 years | 4.65 | 66.72 | 7% |
| Returns for 5 years | 1.17 | 52.18 | 2% |
| Returns for 10 years | 32.62 | 95.26 | 34% |
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