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CGFCX vs VALSX
CGFCX vs VALSX Comparison
Open Charts CGFCX vs VALSX
CGFCX vs VALSX Comparison Chart in %
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CGFCX vs. VALSX commentary
Sep 06, 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 CGFCX is a StrongBuy and VALSX is a Hold.
FUNDAMENTALS
Fundamentals
CGFCX has more cash in the bank: 342B vs. VALSX (286M). VALSX pays higher dividends than CGFCX: VALSX (0.07) vs CGFCX (0.00). CGFCX was incepted earlier than VALSX: CGFCX (25 years) vs VALSX (70 years). CGFCX (1.39) is less costly to investors than VALSX (1.16). CGFCX is a more actively managed with annual turnover of: 32.00 vs. VALSX (8.00). CGFCX has a lower initial minimum investment than VALSX: CGFCX (250) vs VALSX (1000). CGFCX annual gain was more profitable for investors over the last year : 0.68 vs. VALSX (-17.98). CGFCX return over 5 years is better than : 3.60 vs. VALSX (-32.65).
| CGFCX | VALSX | CGFCX / VALSX | |
| Total Expense Ratio | 1.39 | 1.16 | 120% |
| Annual Report Gross Expense Ratio | 1.39 | 1.16 | 120% |
| Fund Existence | 25 years | 70 years | - |
| Gain YTD | 9.632 | -5.053 | -191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342B | 286M | 119,580% |
| Annual Yield % from dividends | 0.00 | 0.07 | - |
| Returns for 1 year | 0.68 | -17.98 | -4% |
| Returns for 3 years | 35.19 | -14.23 | -247% |
| Returns for 5 years | 3.60 | -32.65 | -11% |
| Returns for 10 years | 78.78 | -5.24 | -1,503% |
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