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AIOOX vs CWIEX
AIOOX vs CWIEX Comparison
Open Charts AIOOX vs CWIEX
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 529E
Price$73.67
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
AIOOX vs CWIEX Comparison Chart in %
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AIOOX vs. CWIEX 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 CWIEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. AIOOX (31.4M). AIOOX pays higher dividends than CWIEX: AIOOX (1.82) vs CWIEX (1.30). 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 : 18.57 vs. AIOOX (13.15). CWIEX return over 5 years is better than : 32.31 vs. AIOOX (-12.00).
| 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 | 3.215 | 3.717 | 86% |
| Front Load | N/A | N/A | - |
| 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 | 1.30 | 140% |
| Returns for 1 year | 13.15 | 18.57 | 71% |
| Returns for 3 years | -9.04 | 42.33 | -21% |
| Returns for 5 years | -12.00 | 32.31 | -37% |
| Returns for 10 years | 39.89 | 118.27 | 34% |
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