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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
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
CGFCX has more cash in the bank: 357B vs. VALSX (285M). VALSX pays higher dividends than CGFCX: VALSX (0.07) vs CGFCX (0.00). CGFCX was incepted earlier than VALSX: CGFCX (24 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 : -3.02 vs. VALSX (-23.01). CGFCX return over 5 years is better than : 1.34 vs. VALSX (-32.35).
| CGFCX | VALSX | CGFCX / VALSX | |
| Total Expense Ratio | 1.39 | 1.16 | 120% |
| Annual Report Gross Expense Ratio | 1.39 | 1.16 | 120% |
| Fund Existence | 24 years | 70 years | - |
| Gain YTD | 3.339 | -8.123 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357B | 285M | 125,263% |
| Annual Yield % from dividends | 0.00 | 0.07 | - |
| Returns for 1 year | -3.02 | -23.01 | 13% |
| Returns for 3 years | 26.44 | -17.32 | -153% |
| Returns for 5 years | 1.34 | -32.35 | -4% |
| Returns for 10 years | 72.74 | -7.54 | -965% |
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