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ARIOX vs FWCGX
ARIOX vs FWCGX Comparison
Open Charts ARIOX vs FWCGX
Aristotle/Saul Global Eq I
Price$11.72
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets30.3M
American Funds Capital World Gr&Inc529F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
ARIOX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. ARIOX (30.3M). FWCGX pays higher dividends than ARIOX: FWCGX (1.81) vs ARIOX (1.32). ARIOX was incepted earlier than FWCGX: ARIOX (2 years) vs FWCGX (5 years). ARIOX (0.79) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. ARIOX (1.00). FWCGX has a lower initial minimum investment than ARIOX: FWCGX (250) vs ARIOX (500000). FWCGX annual gain was more profitable for investors over the last year : 6.68 vs. ARIOX (-23.14).
| ARIOX | FWCGX | ARIOX / FWCGX | |
| Total Expense Ratio | 0.78 | 0.47 | 166% |
| Annual Report Gross Expense Ratio | 0.79 | 0.47 | 168% |
| Fund Existence | 2 years | 5 years | - |
| Gain YTD | 7.558 | 9.164 | 82% |
| 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 | 1.81 | 73% |
| Returns for 1 year | -23.14 | 6.68 | -347% |
| Returns for 3 years | N/A | 32.36 | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |