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AIOOX vs CWIAX
AIOOX vs CWIAX Comparison
Open Charts AIOOX vs CWIAX
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 529A
Price$66.83
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
AIOOX vs CWIAX Comparison Chart
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AIOOX vs. CWIAX 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 CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 130B vs. AIOOX (31.3M). CWIAX pays higher dividends than AIOOX: CWIAX (1.61) vs AIOOX (1.19). 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 : 2.98 vs. AIOOX (-24.41). CWIAX return over 5 years is better than : 59.19 vs. AIOOX (12.69).
| 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 | 6.440 | 5.963 | 108% |
| Front Load | N/A | 4% | - |
| 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 | 1.61 | 74% |
| Returns for 1 year | -24.41 | 2.98 | -818% |
| Returns for 3 years | -11.98 | 34.19 | -35% |
| Returns for 5 years | 12.69 | 59.19 | 21% |
| Returns for 10 years | 13.59 | 64.67 | 21% |
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