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CGFAX vs PPUMX
CGFAX vs PPUMX Comparison
Open Charts CGFAX vs PPUMX
American Funds Growth Fund of Amer 529A
Price$69.62
Change+$0.70 (+1.02%)
VolumeN/A
Net Assets275.25B
Principal LargeCap Growth I R3
Price$11.60
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets8.52B
CGFAX vs PPUMX Comparison Chart
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CGFAX vs. PPUMX commentary
Apr 03, 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 CGFAX is a Buy and PPUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 275B vs. PPUMX (8.52B). CGFAX pays higher dividends than PPUMX: CGFAX (0.39) vs PPUMX (0.00). CGFAX was incepted earlier than PPUMX: CGFAX (23 years) vs PPUMX (24 years). PPUMX (1.18) is less costly to investors than CGFAX (0.65). PPUMX is a more actively managed with annual turnover of: 39.60 vs. CGFAX (25.00). PPUMX has a lower initial minimum investment than CGFAX: PPUMX (0) vs CGFAX (250). CGFAX annual gain was more profitable for investors over the last year : 0.75 vs. PPUMX (-26.12). CGFAX return over 5 years is better than : 71.66 vs. PPUMX (-1.88).
| CGFAX | PPUMX | CGFAX / PPUMX | |
| Total Expense Ratio | 0.65 | 1.16 | 56% |
| Annual Report Gross Expense Ratio | 0.65 | 1.18 | 55% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -4.839 | -7.550 | 64% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275B | 8.52B | 3,227% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | 0.75 | -26.12 | -3% |
| Returns for 3 years | 7.10 | -29.86 | -24% |
| Returns for 5 years | 71.66 | -1.88 | -3,821% |
| Returns for 10 years | 65.87 | -5.89 | -1,119% |
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