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CGFAX vs UMLGX
CGFAX vs UMLGX Comparison
Open Charts CGFAX vs UMLGX
CGFAX vs UMLGX Comparison Chart in %
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CGFAX vs. UMLGX commentary
Jul 29, 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 UMLGX is a Hold.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 357B vs. UMLGX (502M). CGFAX pays higher dividends than UMLGX: CGFAX (0.23) vs UMLGX (0.00). CGFAX was incepted earlier than UMLGX: CGFAX (24 years) vs UMLGX (29 years). UMLGX (0.91) is less costly to investors than CGFAX (0.62). UMLGX is a more actively managed with annual turnover of: 39.00 vs. CGFAX (32.00). CGFAX has a lower initial minimum investment than UMLGX: CGFAX (250) vs UMLGX (2000). CGFAX annual gain was more profitable for investors over the last year : -0.49 vs. UMLGX (-5.67). CGFAX return over 5 years is better than : 11.27 vs. UMLGX (-47.40).
| CGFAX | UMLGX | CGFAX / UMLGX | |
| Total Expense Ratio | 0.62 | 0.80 | 77% |
| Annual Report Gross Expense Ratio | 0.62 | 0.91 | 68% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 4.272 | 5.949 | 72% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357B | 502M | 71,116% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | -0.49 | -5.67 | 9% |
| Returns for 3 years | 33.57 | -14.51 | -231% |
| Returns for 5 years | 11.27 | -47.40 | -24% |
| Returns for 10 years | 99.69 | -55.21 | -181% |
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