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AIOOX vs CWIFX
AIOOX vs CWIFX Comparison
Open Charts AIOOX vs CWIFX
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 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
AIOOX vs CWIFX Comparison Chart in %
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AIOOX vs. CWIFX 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 CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. AIOOX (32M). CWIFX pays higher dividends than AIOOX: CWIFX (1.49) vs AIOOX (1.08). 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 : 15.20 vs. AIOOX (-16.49). CWIFX return over 5 years is better than : 52.22 vs. AIOOX (-1.50).
| 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 | 18.583 | 23.579 | 79% |
| 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 | 1.49 | 72% |
| Returns for 1 year | -16.49 | 15.20 | -108% |
| Returns for 3 years | -3.77 | 57.77 | -7% |
| Returns for 5 years | -1.50 | 52.22 | -3% |
| Returns for 10 years | 37.44 | 113.80 | 33% |
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