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AIOOX vs CWIAX
AIOOX vs CWIAX Comparison
Open Charts AIOOX vs CWIAX
Aristotle/Saul Global Equity I-2
Price$12.55
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets31.58M
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
AIOOX vs CWIAX Comparison Chart in %
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AIOOX vs. CWIAX commentary
Sep 09, 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 CWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. AIOOX (31.6M). CWIAX pays higher dividends than AIOOX: CWIAX (1.43) vs AIOOX (1.09). AIOOX was incepted earlier than CWIAX: AIOOX (13 years) vs CWIAX (24 years). AIOOX (0.79) and CWIAX (0.78) have similar cost to investors . CWIAX is a more actively managed with annual turnover of: 27.00 vs. AIOOX (9.00). AIOOX has a lower initial minimum investment than CWIAX: AIOOX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 13.15 vs. AIOOX (-18.36). CWIAX return over 5 years is better than : 50.93 vs. AIOOX (5.01).
| AIOOX | CWIAX | AIOOX / CWIAX | |
| Total Expense Ratio | 0.79 | 0.78 | 101% |
| Annual Report Gross Expense Ratio | 0.79 | 0.78 | 101% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 15.915 | 16.202 | 98% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.6M | 138B | 0% |
| Annual Yield % from dividends | 1.09 | 1.43 | 76% |
| Returns for 1 year | -18.36 | 13.15 | -140% |
| Returns for 3 years | 0.64 | 55.56 | 1% |
| Returns for 5 years | 5.01 | 50.93 | 10% |
| Returns for 10 years | 39.05 | 98.76 | 40% |
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