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ARAOX vs CWIAX
ARAOX vs CWIAX Comparison
Open Charts ARAOX vs CWIAX
Aristotle/Saul Global Eq A
Price$11.73
Change-$0.18 (-1.51%)
VolumeN/A
Net Assets30.95M
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
ARAOX vs CWIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 132B vs. ARAOX (30.9M). CWIAX pays higher dividends than ARAOX: CWIAX (1.52) vs ARAOX (1.16). ARAOX was incepted earlier than CWIAX: ARAOX (2 years) vs CWIAX (23 years). ARAOX (1.04) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. ARAOX (1.00). ARAOX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than ARAOX: CWIAX (250) vs ARAOX (1000). CWIAX annual gain was more profitable for investors over the last year : 6.31 vs. ARAOX (-21.96).
| ARAOX | CWIAX | ARAOX / CWIAX | |
| Total Expense Ratio | 1.04 | 0.78 | 133% |
| Annual Report Gross Expense Ratio | 1.04 | 0.78 | 133% |
| Fund Existence | 2 years | 23 years | - |
| Gain YTD | 8.111 | 9.031 | 90% |
| Front Load | 4% | 4% | 121% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 132B | 0% |
| Annual Yield % from dividends | 1.16 | 1.52 | 76% |
| Returns for 1 year | -21.96 | 6.31 | -348% |
| Returns for 3 years | N/A | 45.37 | - |
| Returns for 5 years | N/A | 56.31 | - |
| Returns for 10 years | N/A | 73.44 | - |