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AIOOX vs CWIFX
AIOOX vs CWIFX Comparison
Open Charts AIOOX vs CWIFX
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 529F
Price$73.80
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
AIOOX vs CWIFX Comparison Chart in %
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AIOOX vs. CWIFX 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 CWIFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. AIOOX (31.4M). AIOOX pays higher dividends than CWIFX: AIOOX (1.82) vs CWIFX (1.66). 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 : 19.06 vs. AIOOX (13.15). CWIFX return over 5 years is better than : 34.95 vs. AIOOX (-12.00).
| 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 | 3.215 | 3.739 | 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 | 1.66 | 110% |
| Returns for 1 year | 13.15 | 19.06 | 69% |
| Returns for 3 years | -9.04 | 44.05 | -21% |
| Returns for 5 years | -12.00 | 34.95 | -34% |
| Returns for 10 years | 39.89 | 127.65 | 31% |
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