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AIOOX vs CWIFX
AIOOX vs CWIFX Comparison
Open Charts AIOOX vs CWIFX
Aristotle/Saul Global Equity I-2
Price$12.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets31.34M
American Funds Capital World Gr&Inc 529F
Price$71.28
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AIOOX vs CWIFX Comparison Chart in %
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AIOOX vs. CWIFX commentary
Jul 08, 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 Buy and CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. AIOOX (31.3M). CWIFX pays higher dividends than AIOOX: CWIFX (1.60) vs AIOOX (1.13). AIOOX was incepted earlier than CWIFX: AIOOX (13 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 (1.00). 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 : 9.49 vs. AIOOX (-19.21). CWIFX return over 5 years is better than : 58.16 vs. AIOOX (8.09).
| AIOOX | CWIFX | AIOOX / CWIFX | |
| Total Expense Ratio | 0.78 | 0.86 | 91% |
| Annual Report Gross Expense Ratio | 0.79 | 0.86 | 92% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 11.500 | 13.657 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3M | 136B | 0% |
| Annual Yield % from dividends | 1.13 | 1.60 | 70% |
| Returns for 1 year | -19.21 | 9.49 | -202% |
| Returns for 3 years | -3.64 | 52.32 | -7% |
| Returns for 5 years | 8.09 | 58.16 | 14% |
| Returns for 10 years | 25.23 | 87.92 | 29% |
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