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CGFAX vs PPUMX
CGFAX vs PPUMX Comparison
Open Charts CGFAX vs PPUMX
American Funds Growth Fund of Amer 529A
Price$77.17
Change+$0.74 (+0.97%)
VolumeN/A
Net Assets304.87B
Principal LargeCap Growth I R3
Price$12.90
Change+$0.12 (+0.94%)
VolumeN/A
Net Assets8.96B
CGFAX vs PPUMX Comparison Chart
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CGFAX vs. PPUMX commentary
Jun 07, 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 StrongBuy and PPUMX is a Buy.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 305B vs. PPUMX (8.96B). CGFAX pays higher dividends than PPUMX: CGFAX (0.35) vs PPUMX (0.00). CGFAX was incepted earlier than PPUMX: CGFAX (23 years) vs PPUMX (25 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 : 9.22 vs. PPUMX (-19.97). CGFAX return over 5 years is better than : 45.56 vs. PPUMX (-17.81).
| 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 | 25 years | - |
| Gain YTD | 5.481 | 2.651 | 207% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305B | 8.96B | 3,403% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | 9.22 | -19.97 | -46% |
| Returns for 3 years | 37.66 | -8.65 | -435% |
| Returns for 5 years | 45.56 | -17.81 | -256% |
| Returns for 10 years | 80.03 | 3.15 | 2,543% |
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