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CGFAX vs WPSZX
CGFAX vs WPSZX Comparison
Open Charts CGFAX vs WPSZX
American Funds Growth Fund of Amer 529A
Price$82.41
Change+$0.72 (+0.88%)
VolumeN/A
Net Assets322.41B
AB Concentrated Growth Z
Price$56.22
Change+$0.38 (+0.68%)
VolumeN/A
Net Assets724.89M
CGFAX vs WPSZX Comparison Chart in %
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CGFAX vs. WPSZX commentary
Aug 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 Hold and WPSZX is a Buy.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 322B vs. WPSZX (725M). CGFAX pays higher dividends than WPSZX: CGFAX (0.32) vs WPSZX (0.15). CGFAX was incepted earlier than WPSZX: CGFAX (23 years) vs WPSZX (11 years). WPSZX (0.72) is less costly to investors than CGFAX (0.65). CGFAX is a more actively managed with annual turnover of: 25.00 vs. WPSZX (11.00). CGFAX has a lower initial minimum investment than WPSZX: CGFAX (250) vs WPSZX (2000000). CGFAX annual gain was more profitable for investors over the last year : 20.65 vs. WPSZX (1.29). CGFAX return over 5 years is better than : 43.10 vs. WPSZX (22.62).
| CGFAX | WPSZX | CGFAX / WPSZX | |
| Total Expense Ratio | 0.65 | 0.72 | 90% |
| Annual Report Gross Expense Ratio | 0.65 | 0.72 | 90% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 12.644 | 5.279 | 240% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322B | 725M | 44,414% |
| Annual Yield % from dividends | 0.32 | 0.15 | 221% |
| Returns for 1 year | 20.65 | 1.29 | 1,597% |
| Returns for 3 years | 46.16 | 14.55 | 317% |
| Returns for 5 years | 43.10 | 22.62 | 191% |
| Returns for 10 years | 91.61 | 91.91 | 100% |
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