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CGFAX vs CGTRX
CGFAX vs CGTRX Comparison
Open Charts CGFAX vs CGTRX
CGFAX vs CGTRX Comparison Chart in %
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CGFAX vs. CGTRX commentary
Jun 23, 2026
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 CGFAX is a Hold and CGTRX is a Hold.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 361B vs. CGTRX (534M). CGFAX pays higher dividends than CGTRX: CGFAX (0.23) vs CGTRX (0.00). CGFAX was incepted earlier than CGTRX: CGFAX (24 years) vs CGTRX (14 years). CGTRX (0.83) is less costly to investors than CGFAX (0.62). CGTRX is a more actively managed with annual turnover of: 40.00 vs. CGFAX (32.00). CGTRX has a lower initial minimum investment than CGFAX: CGTRX (0) vs CGFAX (250). CGFAX annual gain was more profitable for investors over the last year : 11.97 vs. CGTRX (6.44). CGFAX return over 5 years is better than : 18.99 vs. CGTRX (-36.82).
| CGFAX | CGTRX | CGFAX / CGTRX | |
| Total Expense Ratio | 0.62 | 0.74 | 84% |
| Annual Report Gross Expense Ratio | 0.62 | 0.83 | 75% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 8.708 | 9.028 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361B | 534M | 67,603% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | 11.97 | 6.44 | 186% |
| Returns for 3 years | 48.15 | -1.36 | -3,537% |
| Returns for 5 years | 18.99 | -36.82 | -52% |
| Returns for 10 years | 122.58 | -39.15 | -313% |
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