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AIOOX vs CWIEX
AIOOX vs CWIEX Comparison
Open Charts AIOOX vs CWIEX
Aristotle/Saul Global Equity I-2
Price$12.39
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets31.17M
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
AIOOX vs CWIEX Comparison Chart in %
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AIOOX vs. CWIEX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. AIOOX (31.2M). CWIEX pays higher dividends than AIOOX: CWIEX (1.25) vs AIOOX (1.13). 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 (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 : 13.48 vs. AIOOX (-18.11). CWIEX return over 5 years is better than : 53.28 vs. AIOOX (7.24).
| 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 | 13.983 | 14.849 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2M | 137B | 0% |
| Annual Yield % from dividends | 1.13 | 1.25 | 90% |
| Returns for 1 year | -18.11 | 13.48 | -134% |
| Returns for 3 years | -4.20 | 51.35 | -8% |
| Returns for 5 years | 7.24 | 53.28 | 14% |
| Returns for 10 years | 30.47 | 80.39 | 38% |
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