Interact to see
Advertisement
Advertisement
ARIOX vs CWIFX
ARIOX vs CWIFX Comparison
Open Charts ARIOX vs CWIFX
Aristotle/Saul Global Eq I
Price$11.72
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets30.3M
American Funds Capital World Gr&Inc 529F
Price$68.79
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
ARIOX vs CWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. ARIOX (30.3M). CWIFX pays higher dividends than ARIOX: CWIFX (1.68) vs ARIOX (1.32). ARIOX was incepted earlier than CWIFX: ARIOX (2 years) vs CWIFX (23 years). CWIFX (0.86) is less costly to investors than ARIOX (0.79). CWIFX is a more actively managed with annual turnover of: 27.00 vs. ARIOX (1.00). CWIFX has a lower initial minimum investment than ARIOX: CWIFX (250) vs ARIOX (500000). CWIFX annual gain was more profitable for investors over the last year : 6.48 vs. ARIOX (-23.14).
| ARIOX | CWIFX | ARIOX / CWIFX | |
| Total Expense Ratio | 0.78 | 0.86 | 91% |
| Annual Report Gross Expense Ratio | 0.79 | 0.86 | 92% |
| Fund Existence | 2 years | 23 years | - |
| Gain YTD | 7.558 | 9.096 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3M | 131B | 0% |
| Annual Yield % from dividends | 1.32 | 1.68 | 79% |
| Returns for 1 year | -23.14 | 6.48 | -357% |
| Returns for 3 years | N/A | 31.72 | - |
| Returns for 5 years | N/A | 51.48 | - |
| Returns for 10 years | N/A | 78.17 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement