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AIOOX vs CWIEX
AIOOX vs CWIEX Comparison
Open Charts AIOOX vs CWIEX
Aristotle/Saul Global Equity I-2
Price$12.79
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets31.75M
American Funds Capital World Gr&Inc 529E
Price$76.11
Change+$0.56 (+0.74%)
VolumeN/A
Net Assets141.76B
AIOOX vs CWIEX Comparison Chart in %
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AIOOX vs. CWIEX commentary
Oct 25, 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 CWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. AIOOX (31.7M). CWIEX pays higher dividends than AIOOX: CWIEX (1.17) vs AIOOX (1.09). AIOOX was incepted earlier than CWIEX: AIOOX (14 years) vs CWIEX (24 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 (9.00). 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 : 13.38 vs. AIOOX (-17.22). CWIEX return over 5 years is better than : 54.75 vs. AIOOX (2.08).
| AIOOX | CWIEX | AIOOX / CWIEX | |
| Total Expense Ratio | 0.79 | 1.00 | 79% |
| Annual Report Gross Expense Ratio | 0.79 | 1.00 | 79% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 17.387 | 21.546 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 142B | 0% |
| Annual Yield % from dividends | 1.09 | 1.17 | 92% |
| Returns for 1 year | -17.22 | 13.38 | -129% |
| Returns for 3 years | 3.50 | 64.88 | 5% |
| Returns for 5 years | 2.08 | 54.75 | 4% |
| Returns for 10 years | 33.98 | 96.31 | 35% |
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