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AIOOX vs WGIFX
AIOOX vs WGIFX Comparison
Open Charts AIOOX vs WGIFX
Aristotle/Saul Global Equity I-2
Price$12.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets31.34M
American Funds Capital World Gr&Inc F2
Price$71.48
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AIOOX vs WGIFX Comparison Chart in %
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AIOOX vs. WGIFX commentary
Jul 06, 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 StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. AIOOX (31.3M). WGIFX pays higher dividends than AIOOX: WGIFX (1.67) vs AIOOX (1.13). AIOOX was incepted earlier than WGIFX: AIOOX (13 years) vs WGIFX (17 years). AIOOX (0.79) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. AIOOX (9.00). AIOOX has a lower initial minimum investment than WGIFX: AIOOX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 9.60 vs. AIOOX (-19.21). WGIFX return over 5 years is better than : 54.28 vs. AIOOX (8.09).
| AIOOX | WGIFX | AIOOX / WGIFX | |
| Total Expense Ratio | 0.78 | 0.52 | 150% |
| Annual Report Gross Expense Ratio | 0.79 | 0.52 | 152% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 11.500 | 13.694 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3M | 136B | 0% |
| Annual Yield % from dividends | 1.13 | 1.67 | 67% |
| Returns for 1 year | -19.21 | 9.60 | -200% |
| Returns for 3 years | -3.64 | 51.13 | -7% |
| Returns for 5 years | 8.09 | 54.28 | 15% |
| Returns for 10 years | 25.23 | 64.28 | 39% |
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