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AIOOX vs CWIEX
AIOOX vs CWIEX Comparison
Open Charts AIOOX vs CWIEX
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 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
AIOOX vs CWIEX Comparison Chart in %
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AIOOX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. AIOOX (30.5M). AIOOX pays higher dividends than CWIEX: AIOOX (1.77) vs CWIEX (1.24). 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 : 15.93 vs. AIOOX (10.12). CWIEX return over 5 years is better than : 31.71 vs. AIOOX (-13.11).
| 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 | 3.823 | 4.913 | 78% |
| Front Load | N/A | N/A | - |
| 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 | 1.24 | 143% |
| Returns for 1 year | 10.12 | 15.93 | 64% |
| Returns for 3 years | -10.66 | 42.06 | -25% |
| Returns for 5 years | -13.11 | 31.71 | -41% |
| Returns for 10 years | 35.06 | 119.07 | 29% |
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