Interact to see
Advertisement
Advertisement
AIOOX vs WGIFX
AIOOX vs WGIFX Comparison
Open Charts AIOOX vs WGIFX
Aristotle/Saul Global Equity I-2
Price$12.39
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets31.17M
American Funds Capital World Gr&Inc F2
Price$72.39
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
AIOOX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AIOOX vs. WGIFX commentary
Jul 27, 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 WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. AIOOX (31.2M). 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 : 14.04 vs. AIOOX (-18.11). WGIFX return over 5 years is better than : 52.50 vs. AIOOX (7.24).
| 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 | 13.983 | 15.142 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2M | 137B | 0% |
| Annual Yield % from dividends | 1.13 | 1.67 | 67% |
| Returns for 1 year | -18.11 | 14.04 | -129% |
| Returns for 3 years | -4.20 | 51.93 | -8% |
| Returns for 5 years | 7.24 | 52.50 | 14% |
| Returns for 10 years | 30.47 | 64.50 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement