Interact to see
Advertisement
Advertisement
AIOOX vs CWIFX
AIOOX vs CWIFX Comparison
Open Charts AIOOX vs CWIFX
Aristotle/Saul Global Equity I-2
Price$12.41
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets30.92M
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AIOOX vs CWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AIOOX vs. CWIFX commentary
Nov 20, 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 CWIFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. AIOOX (30.9M). CWIFX pays higher dividends than AIOOX: CWIFX (1.49) vs AIOOX (1.08). AIOOX was incepted earlier than CWIFX: AIOOX (14 years) vs CWIFX (23 years). CWIFX (0.86) is less costly to investors than AIOOX (0.79). CWIFX is a more actively managed with annual turnover of: 27.00 vs. AIOOX (9.00). AIOOX has a lower initial minimum investment than CWIFX: AIOOX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 12.35 vs. AIOOX (-18.03). CWIFX return over 5 years is better than : 46.07 vs. AIOOX (-5.55).
| AIOOX | CWIFX | AIOOX / CWIFX | |
| Total Expense Ratio | 0.79 | 0.86 | 92% |
| Annual Report Gross Expense Ratio | 0.79 | 0.86 | 92% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 14.535 | 19.117 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 139B | 0% |
| Annual Yield % from dividends | 1.08 | 1.49 | 72% |
| Returns for 1 year | -18.03 | 12.35 | -146% |
| Returns for 3 years | -5.97 | 52.31 | -11% |
| Returns for 5 years | -5.55 | 46.07 | -12% |
| Returns for 10 years | 30.85 | 100.03 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers