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AIOOX vs CWIEX
AIOOX vs CWIEX Comparison
Open Charts AIOOX vs CWIEX
Aristotle/Saul Global Equity I-2
Price$12.63
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets31.74M
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
AIOOX vs CWIEX Comparison Chart in %
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AIOOX vs. CWIEX commentary
Aug 18, 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 StrongBuy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. AIOOX (31.7M). CWIEX pays higher dividends than AIOOX: CWIEX (1.25) vs AIOOX (1.12). AIOOX was incepted earlier than CWIEX: AIOOX (13 years) vs CWIEX (23 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 : 11.15 vs. AIOOX (-17.22). CWIEX return over 5 years is better than : 49.58 vs. AIOOX (5.43).
| AIOOX | CWIEX | AIOOX / CWIEX | |
| Total Expense Ratio | 0.78 | 1.00 | 78% |
| Annual Report Gross Expense Ratio | 0.79 | 1.00 | 79% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 16.191 | 15.312 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 137B | 0% |
| Annual Yield % from dividends | 1.12 | 1.25 | 89% |
| Returns for 1 year | -17.22 | 11.15 | -154% |
| Returns for 3 years | -8.08 | 41.58 | -19% |
| Returns for 5 years | 5.43 | 49.58 | 11% |
| Returns for 10 years | 31.12 | 81.77 | 38% |
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