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CGTAX vs USGFX
CGTAX vs USGFX Comparison
Open Charts CGTAX vs USGFX
American Funds US Government Sec 529A
Price$11.94
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets22.99B
American Funds US Government Sec F3
Price$11.94
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets22.99B
CGTAX vs USGFX Comparison Chart in %
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CGTAX vs. USGFX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
CGTAX (23B) and USGFX (23B) have equal amount of cash in the bank . USGFX pays higher dividends than CGTAX: USGFX (4.46) vs CGTAX (4.05). CGTAX was incepted earlier than USGFX: CGTAX (23 years) vs USGFX (9 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 annual gain was more profitable for investors over the last year : 4.86 vs. CGTAX (4.43). USGFX return over 5 years is better than : -7.09 vs. CGTAX (-8.95).
| CGTAX | USGFX | CGTAX / USGFX | |
| Total Expense Ratio | 0.67 | 0.25 | 268% |
| Annual Report Gross Expense Ratio | 0.71 | 0.29 | 245% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 3.711 | 3.919 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23B | 23B | 100% |
| Annual Yield % from dividends | 4.05 | 4.46 | 91% |
| Returns for 1 year | 4.43 | 4.86 | 91% |
| Returns for 3 years | 2.01 | 3.30 | 61% |
| Returns for 5 years | -8.95 | -7.09 | 126% |
| Returns for 10 years | 4.28 | N/A | - |
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