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ARIOX vs CWIAX
ARIOX vs CWIAX Comparison
Open Charts ARIOX vs CWIAX
Aristotle/Saul Global Eq I
Price$11.22
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets31.19M
American Funds Capital World Gr&Inc 529A
Price$64.86
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
ARIOX vs CWIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 125B vs. ARIOX (31.2M). CWIAX pays higher dividends than ARIOX: CWIAX (1.61) vs ARIOX (1.36). ARIOX was incepted earlier than CWIAX: ARIOX (2 years) vs CWIAX (23 years). ARIOX (0.79) and CWIAX (0.78) have similar cost to investors . CWIAX is a more actively managed with annual turnover of: 27.00 vs. ARIOX (1.00). CWIAX has a lower initial minimum investment than ARIOX: CWIAX (250) vs ARIOX (500000). CWIAX annual gain was more profitable for investors over the last year : 2.18 vs. ARIOX (-25.38).
| ARIOX | CWIAX | ARIOX / CWIAX | |
| Total Expense Ratio | 0.78 | 0.78 | 100% |
| Annual Report Gross Expense Ratio | 0.79 | 0.78 | 101% |
| Fund Existence | 2 years | 23 years | - |
| Gain YTD | 3.410 | 2.839 | 120% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2M | 125B | 0% |
| Annual Yield % from dividends | 1.36 | 1.61 | 84% |
| Returns for 1 year | -25.38 | 2.18 | -1,165% |
| Returns for 3 years | N/A | 32.55 | - |
| Returns for 5 years | N/A | 55.52 | - |
| Returns for 10 years | N/A | 61.83 | - |