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AIOOX vs FWGIX
AIOOX vs FWGIX Comparison
Open Charts AIOOX vs FWGIX
Aristotle/Saul Global Equity I-2
Price$11.01
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets30.59M
American Funds Capital World Gr&Inc F3
Price$63.91
Change+$0.07 (+0.11%)
VolumeN/A
Net Assets122.74B
AIOOX vs FWGIX Comparison Chart
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AIOOX vs. FWGIX commentary
May 01, 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 FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 123B vs. AIOOX (30.6M). FWGIX pays higher dividends than AIOOX: FWGIX (1.98) vs AIOOX (1.20). AIOOX was incepted earlier than FWGIX: AIOOX (13 years) vs FWGIX (8 years). AIOOX (0.79) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. AIOOX (1.00). AIOOX has a lower initial minimum investment than FWGIX: AIOOX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 2.08 vs. AIOOX (-25.22). FWGIX return over 5 years is better than : 50.36 vs. AIOOX (8.75).
| AIOOX | FWGIX | AIOOX / FWGIX | |
| Total Expense Ratio | 0.78 | 0.41 | 190% |
| Annual Report Gross Expense Ratio | 0.79 | 0.41 | 193% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 1.104 | 0.910 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6M | 123B | 0% |
| Annual Yield % from dividends | 1.20 | 1.98 | 61% |
| Returns for 1 year | -25.22 | 2.08 | -1,213% |
| Returns for 3 years | -18.48 | 24.11 | -77% |
| Returns for 5 years | 8.75 | 50.36 | 17% |
| Returns for 10 years | 9.16 | N/A | - |
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