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AIOOX vs CWIFX
AIOOX vs CWIFX Comparison
Open Charts AIOOX vs CWIFX
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 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AIOOX vs CWIFX Comparison Chart
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AIOOX vs. CWIFX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. AIOOX (30.5M). CWIFX pays higher dividends than AIOOX: CWIFX (1.68) vs AIOOX (1.16). 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 : 6.46 vs. AIOOX (-21.81). CWIFX return over 5 years is better than : 57.58 vs. AIOOX (7.51).
| 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 | 8.188 | 9.097 | 90% |
| 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 | 1.68 | 69% |
| Returns for 1 year | -21.81 | 6.46 | -338% |
| Returns for 3 years | -5.35 | 46.04 | -12% |
| Returns for 5 years | 7.51 | 57.58 | 13% |
| Returns for 10 years | 19.17 | 76.87 | 25% |
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