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CGTAX vs UGSFX
CGTAX vs UGSFX Comparison
Open Charts CGTAX vs UGSFX
American Funds US Government Sec 529A
Price$12.21
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets23.85B
American Funds US Government Sec F1
Price$12.21
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets23.85B
CGTAX vs UGSFX Comparison Chart in %
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CGTAX vs. UGSFX 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 UGSFX is a Hold.
FUNDAMENTALS
Fundamentals
CGTAX (23.9B) and UGSFX (23.9B) have equal amount of cash in the bank . CGTAX (4.00) and UGSFX (3.96) have matching dividends . CGTAX was incepted earlier than UGSFX: CGTAX (24 years) vs UGSFX (25 years). UGSFX (0.73) and CGTAX (0.71) have similar cost to investors . CGTAX (50.00) and UGSFX (50.00) have comparable annual turnover. CGTAX (250) and UGSFX (250) have matching initial minimum investment requirements. CGTAX (5.53) and UGSFX (5.49) have marching annual gain over last year. CGTAX (-5.74) and UGSFX (-5.81) have equivalent 5 years return.
| CGTAX | UGSFX | CGTAX / UGSFX | |
| Total Expense Ratio | 0.67 | 0.69 | 97% |
| Annual Report Gross Expense Ratio | 0.71 | 0.73 | 97% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 7.103 | 7.160 | 99% |
| 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 | 3.96 | 101% |
| Returns for 1 year | 5.53 | 5.49 | 101% |
| Returns for 3 years | 13.72 | 13.67 | 100% |
| Returns for 5 years | -5.74 | -5.81 | 99% |
| Returns for 10 years | 5.90 | 6.04 | 98% |
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