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AIOOX vs CWIFX
AIOOX vs CWIFX Comparison
Open Charts AIOOX vs CWIFX
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 529F
Price$66.85
Change-$0.71 (-1.05%)
VolumeN/A
Net Assets129.86B
AIOOX vs CWIFX Comparison Chart
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AIOOX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 130B vs. AIOOX (31.3M). CWIFX pays higher dividends than AIOOX: CWIFX (1.78) vs AIOOX (1.19). AIOOX was incepted earlier than CWIFX: AIOOX (13 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 (1.00). 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 : 3.14 vs. AIOOX (-24.41). CWIFX return over 5 years is better than : 60.50 vs. AIOOX (12.69).
| AIOOX | CWIFX | AIOOX / CWIFX | |
| Total Expense Ratio | 0.78 | 0.86 | 91% |
| Annual Report Gross Expense Ratio | 0.79 | 0.86 | 92% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 6.440 | 6.019 | 107% |
| 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 | 1.78 | 67% |
| Returns for 1 year | -24.41 | 3.14 | -778% |
| Returns for 3 years | -11.98 | 34.78 | -34% |
| Returns for 5 years | 12.69 | 60.50 | 21% |
| Returns for 10 years | 13.59 | 67.95 | 20% |