Interact to see
Advertisement
Advertisement
AIOOX vs CWIEX
AIOOX vs CWIEX Comparison
Open Charts AIOOX vs CWIEX
Aristotle/Saul Global Equity I-2
Price$11.76
Change-$0.19 (-1.59%)
VolumeN/A
Net Assets30.47M
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AIOOX vs CWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AIOOX vs. CWIEX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. AIOOX (30.5M). CWIEX pays higher dividends than AIOOX: CWIEX (1.31) vs AIOOX (1.16). 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 : 6.05 vs. AIOOX (-21.81). CWIEX return over 5 years is better than : 54.48 vs. AIOOX (7.51).
| 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 | 8.188 | 8.904 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5M | 131B | 0% |
| Annual Yield % from dividends | 1.16 | 1.31 | 89% |
| Returns for 1 year | -21.81 | 6.05 | -360% |
| Returns for 3 years | -5.35 | 44.36 | -12% |
| Returns for 5 years | 7.51 | 54.48 | 14% |
| Returns for 10 years | 19.17 | 69.54 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement