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AIOOX vs CWIAX
AIOOX vs CWIAX Comparison
Open Charts AIOOX vs CWIAX
Aristotle/Saul Global Equity I-2
Price$12.63
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets31.74M
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AIOOX vs CWIAX Comparison Chart in %
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AIOOX vs. CWIAX commentary
Aug 17, 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: 137B vs. AIOOX (31.7M). CWIAX pays higher dividends than AIOOX: CWIAX (1.46) vs AIOOX (1.12). 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 : 11.41 vs. AIOOX (-17.22). CWIAX return over 5 years is better than : 51.32 vs. AIOOX (5.43).
| 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 | 24 years | - |
| Gain YTD | 16.191 | 15.485 | 105% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 137B | 0% |
| Annual Yield % from dividends | 1.12 | 1.46 | 76% |
| Returns for 1 year | -17.22 | 11.41 | -151% |
| Returns for 3 years | -8.08 | 42.58 | -19% |
| Returns for 5 years | 5.43 | 51.32 | 11% |
| Returns for 10 years | 31.12 | 85.94 | 36% |
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