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AIOOX vs CWIEX
AIOOX vs CWIEX Comparison
Open Charts AIOOX vs CWIEX
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 529E
Price$66.72
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
AIOOX vs CWIEX Comparison Chart
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AIOOX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 130B vs. AIOOX (31.3M). CWIEX pays higher dividends than AIOOX: CWIEX (1.38) vs AIOOX (1.19). AIOOX was incepted earlier than CWIEX: AIOOX (13 years) vs CWIEX (23 years). CWIEX (1.00) is less costly to investors than AIOOX (0.79). CWIEX is a more actively managed with annual turnover of: 27.00 vs. AIOOX (1.00). AIOOX has a lower initial minimum investment than CWIEX: AIOOX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 2.74 vs. AIOOX (-24.41). CWIEX return over 5 years is better than : 57.34 vs. AIOOX (12.69).
| AIOOX | CWIEX | AIOOX / CWIEX | |
| Total Expense Ratio | 0.78 | 1.00 | 78% |
| Annual Report Gross Expense Ratio | 0.79 | 1.00 | 79% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 6.440 | 5.865 | 110% |
| Front Load | N/A | N/A | - |
| 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 | 1.38 | 86% |
| Returns for 1 year | -24.41 | 2.74 | -889% |
| Returns for 3 years | -11.98 | 33.25 | -36% |
| Returns for 5 years | 12.69 | 57.34 | 22% |
| Returns for 10 years | 13.59 | 61.00 | 22% |
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