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AIOOX vs CWIAX
AIOOX vs CWIAX Comparison
Open Charts AIOOX vs CWIAX
Aristotle/Saul Global Equity I-2
Price$12.41
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets30.92M
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AIOOX vs CWIAX Comparison Chart in %
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AIOOX vs. CWIAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. AIOOX (30.9M). CWIAX pays higher dividends than AIOOX: CWIAX (1.36) vs AIOOX (1.08). AIOOX was incepted earlier than CWIAX: AIOOX (14 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 : 12.18 vs. AIOOX (-18.03). CWIAX return over 5 years is better than : 44.89 vs. AIOOX (-5.55).
| AIOOX | CWIAX | AIOOX / CWIAX | |
| Total Expense Ratio | 0.79 | 0.78 | 101% |
| Annual Report Gross Expense Ratio | 0.79 | 0.78 | 101% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 14.535 | 18.952 | 77% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 139B | 0% |
| Annual Yield % from dividends | 1.08 | 1.36 | 79% |
| Returns for 1 year | -18.03 | 12.18 | -148% |
| Returns for 3 years | -5.97 | 51.61 | -12% |
| Returns for 5 years | -5.55 | 44.89 | -12% |
| Returns for 10 years | 30.85 | 96.19 | 32% |
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