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AIOOX vs CWGFX
AIOOX vs CWGFX Comparison
Open Charts AIOOX vs CWGFX
Aristotle/Saul Global Equity I-2
Price$11.76
Change-$0.19 (-1.59%)
VolumeN/A
Net Assets30.47M
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
AIOOX vs CWGFX Comparison Chart
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AIOOX vs. CWGFX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. AIOOX (30.5M). CWGFX pays higher dividends than AIOOX: CWGFX (1.49) vs AIOOX (1.16). 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 : 6.27 vs. AIOOX (-21.81). CWGFX return over 5 years is better than : 51.55 vs. AIOOX (7.51).
| 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 | 8.188 | 8.990 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5M | 131B | 0% |
| Annual Yield % from dividends | 1.16 | 1.49 | 78% |
| Returns for 1 year | -21.81 | 6.27 | -348% |
| Returns for 3 years | -5.35 | 43.82 | -12% |
| Returns for 5 years | 7.51 | 51.55 | 15% |
| Returns for 10 years | 19.17 | 51.77 | 37% |
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