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AIOOX vs FWCGX
AIOOX vs FWCGX Comparison
Open Charts AIOOX vs FWCGX
Aristotle/Saul Global Equity I-2
Price$11.03
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets31.17M
American Funds Capital World Gr&Inc529F3
Price$61.64
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
AIOOX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 123B vs. AIOOX (31.2M). FWCGX pays higher dividends than AIOOX: FWCGX (1.93) vs AIOOX (1.20). AIOOX was incepted earlier than FWCGX: AIOOX (13 years) vs FWCGX (4 years). AIOOX (0.79) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. AIOOX (1.00). AIOOX has a lower initial minimum investment than FWCGX: AIOOX (0) vs FWCGX (250). FWCGX annual gain was more profitable for investors over the last year : 1.16 vs. AIOOX (-26.20).
| AIOOX | FWCGX | AIOOX / FWCGX | |
| Total Expense Ratio | 0.78 | 0.47 | 166% |
| Annual Report Gross Expense Ratio | 0.79 | 0.47 | 168% |
| Fund Existence | 13 years | 4 years | - |
| Gain YTD | 1.380 | 0.931 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2M | 123B | 0% |
| Annual Yield % from dividends | 1.20 | 1.93 | 62% |
| Returns for 1 year | -26.20 | 1.16 | -2,259% |
| Returns for 3 years | -23.54 | 15.40 | -153% |
| Returns for 5 years | 25.09 | N/A | - |
| Returns for 10 years | 12.71 | N/A | - |
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