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AIOOX vs CWIFX
AIOOX vs CWIFX Comparison
Open Charts AIOOX vs CWIFX
Aristotle/Saul Global Equity I-2
Price$11.76
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets32.1M
American Funds Capital World Gr&Inc 529F
Price$77.02
Change-$1.06 (-1.36%)
VolumeN/A
Net Assets142.32B
AIOOX vs CWIFX Comparison Chart in %
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AIOOX vs. CWIFX commentary
Dec 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 StrongBuy and CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. AIOOX (32.1M). CWIFX pays higher dividends than AIOOX: CWIFX (1.48) vs AIOOX (1.07). 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 : 14.31 vs. AIOOX (2.97). CWIFX return over 5 years is better than : 48.26 vs. AIOOX (-14.10).
| 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 | 8.280 | 24.874 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1M | 142B | 0% |
| Annual Yield % from dividends | 1.07 | 1.48 | 72% |
| Returns for 1 year | 2.97 | 14.31 | 21% |
| Returns for 3 years | -12.38 | 56.38 | -22% |
| Returns for 5 years | -14.10 | 48.26 | -29% |
| Returns for 10 years | 28.86 | 120.12 | 24% |
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