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AIOOX vs CWIAX
AIOOX vs CWIAX Comparison
Open Charts AIOOX vs CWIAX
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 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AIOOX vs CWIAX Comparison Chart
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AIOOX vs. CWIAX 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 CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. AIOOX (30.5M). CWIAX pays higher dividends than AIOOX: CWIAX (1.52) vs AIOOX (1.16). AIOOX was incepted earlier than CWIAX: AIOOX (13 years) vs CWIAX (23 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 (1.00). 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 : 6.31 vs. AIOOX (-21.81). CWIAX return over 5 years is better than : 56.31 vs. AIOOX (7.51).
| AIOOX | CWIAX | AIOOX / CWIAX | |
| Total Expense Ratio | 0.78 | 0.78 | 100% |
| Annual Report Gross Expense Ratio | 0.79 | 0.78 | 101% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 8.188 | 9.031 | 91% |
| Front Load | N/A | 4% | - |
| 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 | 1.52 | 76% |
| Returns for 1 year | -21.81 | 6.31 | -346% |
| Returns for 3 years | -5.35 | 45.37 | -12% |
| Returns for 5 years | 7.51 | 56.31 | 13% |
| Returns for 10 years | 19.17 | 73.44 | 26% |