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CGTAX vs UGSCX
CGTAX vs UGSCX Comparison
Open Charts CGTAX vs UGSCX
American Funds US Government Sec 529A
Price$12.21
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets23.85B
American Funds US Government Sec C
Price$12.13
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets23.85B
CGTAX vs UGSCX Comparison Chart in %
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CGTAX vs. UGSCX commentary
Oct 15, 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 CGTAX is a Hold and UGSCX is a Hold.
FUNDAMENTALS
Fundamentals
CGTAX (23.9B) and UGSCX (23.9B) have equal amount of cash in the bank . CGTAX pays higher dividends than UGSCX: CGTAX (4.00) vs UGSCX (3.28). CGTAX was incepted earlier than UGSCX: CGTAX (24 years) vs UGSCX (25 years). UGSCX (1.43) is less costly to investors than CGTAX (0.71). CGTAX (50.00) and UGSCX (50.00) have comparable annual turnover. CGTAX (250) and UGSCX (250) have matching initial minimum investment requirements. CGTAX annual gain was more profitable for investors over the last year : 5.53 vs. UGSCX (4.77). CGTAX return over 5 years is better than : -5.74 vs. UGSCX (-9.04).
| CGTAX | UGSCX | CGTAX / UGSCX | |
| Total Expense Ratio | 0.67 | 1.39 | 48% |
| Annual Report Gross Expense Ratio | 0.71 | 1.43 | 50% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 7.103 | 6.547 | 108% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 23.9B | 100% |
| Annual Yield % from dividends | 4.00 | 3.28 | 122% |
| Returns for 1 year | 5.53 | 4.77 | 116% |
| Returns for 3 years | 13.72 | 11.33 | 121% |
| Returns for 5 years | -5.74 | -9.04 | 63% |
| Returns for 10 years | 5.90 | -1.42 | -414% |
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