CGTAX
Price
$12.10
Change
+$0.01 (+0.08%)
Updated
Apr 30 closing price
Net Assets
22.26B
USGFX
Price
$12.10
Change
+$0.01 (+0.08%)
Updated
Apr 30 closing price
Net Assets
22.26B
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CGTAX vs USGFX

Header iconCGTAX vs USGFX Comparison
Open Charts CGTAX vs USGFXBanner chart's image
American Funds US Government Sec 529A
Price$12.10
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets22.26B
American Funds US Government Sec F3
Price$12.10
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets22.26B
CGTAX vs USGFX Comparison Chart
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CGTAX vs. USGFX commentary
May 01, 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 USGFX is a Hold.

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FUNDAMENTALS
Fundamentals
CGTAX (22.3B) and USGFX (22.3B) have equal amount of cash in the bank . USGFX pays higher dividends than CGTAX: USGFX (4.49) vs CGTAX (4.08). CGTAX was incepted earlier than USGFX: CGTAX (23 years) vs USGFX (8 years). CGTAX (0.71) is less costly to investors than USGFX (0.29). CGTAX (50.00) and USGFX (50.00) have comparable annual turnover. CGTAX has a lower initial minimum investment than USGFX: CGTAX (250) vs USGFX (1000000). USGFX (9.59) and CGTAX (9.14) have marching annual gain over last year. USGFX return over 5 years is better than : -5.75 vs. CGTAX (-7.64).
CGTAXUSGFXCGTAX / USGFX
Total Expense Ratio0.670.25268%
Annual Report Gross Expense Ratio0.710.29245%
Fund Existence23 years8 years-
Gain YTD4.3884.52797%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.3B22.3B100%
Annual Yield % from dividends4.084.4991%
Returns for 1 year9.149.5995%
Returns for 3 years2.744.0368%
Returns for 5 years-7.64-5.75133%
Returns for 10 years4.46N/A-
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