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AIOOX vs CWIEX
AIOOX vs CWIEX Comparison
Open Charts AIOOX vs CWIEX
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 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
AIOOX vs CWIEX Comparison Chart in %
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AIOOX vs. CWIEX 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 CWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. AIOOX (32M). CWIEX pays higher dividends than AIOOX: CWIEX (1.15) vs AIOOX (1.08). 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 : 14.74 vs. AIOOX (-16.64). CWIEX return over 5 years is better than : 49.27 vs. AIOOX (-2.50).
| 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 | 17.387 | 23.158 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32M | 144B | 0% |
| Annual Yield % from dividends | 1.08 | 1.15 | 94% |
| Returns for 1 year | -16.64 | 14.74 | -113% |
| Returns for 3 years | -3.91 | 55.93 | -7% |
| Returns for 5 years | -2.50 | 49.27 | -5% |
| Returns for 10 years | 35.14 | 105.00 | 33% |
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