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AIOOX vs WGIFX
AIOOX vs WGIFX Comparison
Open Charts AIOOX vs WGIFX
Aristotle/Saul Global Equity I-2
Price$11.76
Change-$0.19 (-1.59%)
VolumeN/A
Net Assets30.47M
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
AIOOX vs WGIFX Comparison Chart
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AIOOX vs. WGIFX commentary
Jun 15, 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 Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. AIOOX (30.5M). WGIFX pays higher dividends than AIOOX: WGIFX (1.75) vs AIOOX (1.16). 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 : 6.58 vs. AIOOX (-21.81). WGIFX return over 5 years is better than : 52.99 vs. AIOOX (7.51).
| 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 | 8.188 | 9.129 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5M | 131B | 0% |
| Annual Yield % from dividends | 1.16 | 1.75 | 66% |
| Returns for 1 year | -21.81 | 6.58 | -331% |
| Returns for 3 years | -5.35 | 44.89 | -12% |
| Returns for 5 years | 7.51 | 52.99 | 14% |
| Returns for 10 years | 19.17 | 53.21 | 36% |
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