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AIOOX vs CWGFX
AIOOX vs CWGFX Comparison
Open Charts AIOOX vs CWGFX
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 F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AIOOX vs CWGFX Comparison Chart in %
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AIOOX vs. CWGFX commentary
Jul 06, 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. AIOOX (31.3M). CWGFX pays higher dividends than AIOOX: CWGFX (1.42) vs AIOOX (1.13). AIOOX was incepted earlier than CWGFX: AIOOX (13 years) vs CWGFX (24 years). CWGFX (0.80) and AIOOX (0.79) have similar cost to investors . CWGFX is a more actively managed with annual turnover of: 27.00 vs. AIOOX (9.00). AIOOX has a lower initial minimum investment than CWGFX: AIOOX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 9.29 vs. AIOOX (-19.21). CWGFX return over 5 years is better than : 52.71 vs. AIOOX (8.09).
| AIOOX | CWGFX | AIOOX / CWGFX | |
| Total Expense Ratio | 0.78 | 0.80 | 98% |
| Annual Report Gross Expense Ratio | 0.79 | 0.80 | 99% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 11.500 | 13.538 | 85% |
| 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 | 1.42 | 79% |
| Returns for 1 year | -19.21 | 9.29 | -207% |
| Returns for 3 years | -3.64 | 50.04 | -7% |
| Returns for 5 years | 8.09 | 52.71 | 15% |
| Returns for 10 years | 25.23 | 62.66 | 40% |
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