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CGFAX vs WPSZX
CGFAX vs WPSZX Comparison
Open Charts CGFAX vs WPSZX
CGFAX vs WPSZX Comparison Chart in %
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CGFAX vs. WPSZX commentary
Jun 24, 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 WPSZX is a Hold.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 361B vs. WPSZX (471M). CGFAX pays higher dividends than WPSZX: CGFAX (0.23) vs WPSZX (0.03). CGFAX was incepted earlier than WPSZX: CGFAX (24 years) vs WPSZX (12 years). WPSZX (0.74) is less costly to investors than CGFAX (0.62). CGFAX is a more actively managed with annual turnover of: 32.00 vs. WPSZX (18.00). 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 : 11.97 vs. WPSZX (-9.12). CGFAX return over 5 years is better than : 18.99 vs. WPSZX (-15.15).
| CGFAX | WPSZX | CGFAX / WPSZX | |
| Total Expense Ratio | 0.62 | 0.73 | 85% |
| Annual Report Gross Expense Ratio | 0.62 | 0.74 | 84% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 8.708 | -5.334 | -163% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361B | 471M | 76,645% |
| Annual Yield % from dividends | 0.23 | 0.03 | 690% |
| Returns for 1 year | 11.97 | -9.12 | -131% |
| Returns for 3 years | 48.15 | 2.83 | 1,701% |
| Returns for 5 years | 18.99 | -15.15 | -125% |
| Returns for 10 years | 122.58 | 93.09 | 132% |
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