Interact to see
Advertisement
Advertisement
AIOOX vs CWGFX
AIOOX vs CWGFX Comparison
Open Charts AIOOX vs CWGFX
Aristotle/Saul Global Equity I-2
Price$12.41
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets30.92M
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
AIOOX vs CWGFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AIOOX vs. CWGFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. AIOOX (30.9M). CWGFX pays higher dividends than AIOOX: CWGFX (1.32) vs AIOOX (1.08). 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 : 12.16 vs. AIOOX (-18.03). CWGFX return over 5 years is better than : 41.60 vs. AIOOX (-5.55).
| 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 | 14.535 | 18.909 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 139B | 0% |
| Annual Yield % from dividends | 1.08 | 1.32 | 81% |
| Returns for 1 year | -18.03 | 12.16 | -148% |
| Returns for 3 years | -5.97 | 50.59 | -12% |
| Returns for 5 years | -5.55 | 41.60 | -13% |
| Returns for 10 years | 30.85 | 73.79 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers