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AIOOX vs CWGFX
AIOOX vs CWGFX Comparison
Open Charts AIOOX vs CWGFX
Aristotle/Saul Global Equity I-2
Price$11.42
Change-$0.15 (-1.30%)
VolumeN/A
Net Assets31.3M
American Funds Capital World Gr&Inc F1
Price$66.95
Change-$0.70 (-1.03%)
VolumeN/A
Net Assets129.86B
AIOOX vs CWGFX Comparison Chart
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AIOOX vs. CWGFX commentary
May 22, 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 130B vs. AIOOX (31.3M). CWGFX pays higher dividends than AIOOX: CWGFX (1.58) vs AIOOX (1.19). 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 (1.00). 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 : 2.96 vs. AIOOX (-24.41). CWGFX return over 5 years is better than : 54.36 vs. AIOOX (12.69).
| 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 | 6.440 | 5.940 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3M | 130B | 0% |
| Annual Yield % from dividends | 1.19 | 1.58 | 76% |
| Returns for 1 year | -24.41 | 2.96 | -825% |
| Returns for 3 years | -11.98 | 31.92 | -38% |
| Returns for 5 years | 12.69 | 54.36 | 23% |
| Returns for 10 years | 13.59 | 44.12 | 31% |
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