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AIOOX vs CWGFX
AIOOX vs CWGFX Comparison
Open Charts AIOOX vs CWGFX
Aristotle/Saul Global Equity I-2
Price$12.79
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets31.75M
American Funds Capital World Gr&Inc F1
Price$76.36
Change+$0.55 (+0.73%)
VolumeN/A
Net Assets141.76B
AIOOX vs CWGFX Comparison Chart in %
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AIOOX vs. CWGFX commentary
Oct 25, 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AIOOX (31.7M). CWGFX pays higher dividends than AIOOX: CWGFX (1.35) vs AIOOX (1.09). AIOOX was incepted earlier than CWGFX: AIOOX (14 years) vs CWGFX (25 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 : 13.63 vs. AIOOX (-17.22). CWGFX return over 5 years is better than : 52.99 vs. AIOOX (2.08).
| AIOOX | CWGFX | AIOOX / CWGFX | |
| Total Expense Ratio | 0.79 | 0.80 | 99% |
| Annual Report Gross Expense Ratio | 0.79 | 0.80 | 99% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 17.387 | 21.731 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 142B | 0% |
| Annual Yield % from dividends | 1.09 | 1.35 | 80% |
| Returns for 1 year | -17.22 | 13.63 | -126% |
| Returns for 3 years | 3.50 | 64.91 | 5% |
| Returns for 5 years | 2.08 | 52.99 | 4% |
| Returns for 10 years | 33.98 | 77.87 | 44% |
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