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AIOOX vs CWIFX
AIOOX vs CWIFX Comparison
Open Charts AIOOX vs CWIFX
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 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
AIOOX vs CWIFX Comparison Chart in %
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AIOOX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. AIOOX (30.5M). AIOOX pays higher dividends than CWIFX: AIOOX (1.77) vs CWIFX (1.59). AIOOX was incepted earlier than CWIFX: AIOOX (14 years) vs CWIFX (23 years). CWIFX (0.86) is less costly to investors than AIOOX (0.79). CWIFX is a more actively managed with annual turnover of: 27.00 vs. AIOOX (9.00). AIOOX has a lower initial minimum investment than CWIFX: AIOOX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 16.37 vs. AIOOX (10.12). CWIFX return over 5 years is better than : 34.32 vs. AIOOX (-13.11).
| AIOOX | CWIFX | AIOOX / CWIFX | |
| Total Expense Ratio | 0.79 | 0.86 | 92% |
| Annual Report Gross Expense Ratio | 0.79 | 0.86 | 92% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 3.823 | 4.948 | 77% |
| 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 | 1.59 | 112% |
| Returns for 1 year | 10.12 | 16.37 | 62% |
| Returns for 3 years | -10.66 | 43.74 | -24% |
| Returns for 5 years | -13.11 | 34.32 | -38% |
| Returns for 10 years | 35.06 | 128.46 | 27% |
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