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AIOOX vs WGIFX
AIOOX vs WGIFX Comparison
Open Charts AIOOX vs WGIFX
Aristotle/Saul Global Equity I-2
Price$11.42
Change-$0.15 (-1.30%)
VolumeN/A
Net Assets31.3M
American Funds Capital World Gr&Inc F2
Price$67.05
Change-$0.70 (-1.03%)
VolumeN/A
Net Assets129.86B
AIOOX vs WGIFX Comparison Chart
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AIOOX vs. WGIFX commentary
May 22, 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 Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 130B vs. AIOOX (31.3M). WGIFX pays higher dividends than AIOOX: WGIFX (1.86) vs AIOOX (1.19). 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 (1.00). 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 : 3.26 vs. AIOOX (-24.41). WGIFX return over 5 years is better than : 55.85 vs. AIOOX (12.69).
| 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 | 6.440 | 6.056 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3M | 130B | 0% |
| Annual Yield % from dividends | 1.19 | 1.86 | 64% |
| Returns for 1 year | -24.41 | 3.26 | -748% |
| Returns for 3 years | -11.98 | 32.78 | -37% |
| Returns for 5 years | 12.69 | 55.85 | 23% |
| Returns for 10 years | 13.59 | 45.50 | 30% |
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