AIOOX
Price
$11.76
Change
-$0.19 (-1.59%)
Updated
Jun 13 closing price
Net Assets
30.47M
CWIFX
Price
$68.42
Change
-$0.73 (-1.06%)
Updated
Jun 13 closing price
Net Assets
131.04B
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AIOOX vs CWIFX

Header iconAIOOX vs CWIFX Comparison
Open Charts AIOOX vs CWIFXBanner chart's image
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.

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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).
AIOOXCWIFXAIOOX / CWIFX
Total Expense Ratio0.780.8691%
Annual Report Gross Expense Ratio0.790.8692%
Fund Existence13 years23 years-
Gain YTD8.1889.09790%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets30.5M131B0%
Annual Yield % from dividends1.161.6869%
Returns for 1 year-21.816.46-338%
Returns for 3 years-5.3546.04-12%
Returns for 5 years7.5157.5813%
Returns for 10 years19.1776.8725%
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