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CGTAX vs USGFX
CGTAX vs USGFX Comparison
Open Charts CGTAX vs USGFX
American Funds US Government Sec 529A
Price$11.97
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets22.92B
American Funds US Government Sec F3
Price$11.97
Change-$0.05 (-0.42%)
VolumeN/A
Net Assets22.92B
CGTAX vs USGFX Comparison Chart in %
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CGTAX vs. USGFX commentary
Jul 07, 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 (22.9B) and USGFX (22.9B) 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 (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 annual gain was more profitable for investors over the last year : 6.01 vs. CGTAX (5.67). USGFX return over 5 years is better than : -6.36 vs. CGTAX (-8.23).
| 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 | 8 years | - |
| Gain YTD | 3.972 | 4.180 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 22.9B | 100% |
| Annual Yield % from dividends | 4.05 | 4.46 | 91% |
| Returns for 1 year | 5.67 | 6.01 | 94% |
| Returns for 3 years | 2.50 | 3.79 | 66% |
| Returns for 5 years | -8.23 | -6.36 | 129% |
| Returns for 10 years | 4.40 | N/A | - |
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