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CGTAX vs USGFX
CGTAX vs USGFX Comparison
Open Charts CGTAX vs USGFX
American Funds US Government Sec 529A
Price$11.83
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets22.21B
American Funds US Government Sec F3
Price$11.84
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets22.21B
CGTAX vs USGFX Comparison Chart
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CGTAX vs. USGFX commentary
May 25, 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 (22.2B) and USGFX (22.2B) have equal amount of cash in the bank . USGFX pays higher dividends than CGTAX: USGFX (4.44) vs CGTAX (4.03). 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 : 5.86 vs. CGTAX (5.43). USGFX return over 5 years is better than : -7.72 vs. CGTAX (-9.64).
| 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 | 2.059 | 2.281 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2B | 22.2B | 100% |
| Annual Yield % from dividends | 4.03 | 4.44 | 91% |
| Returns for 1 year | 5.43 | 5.86 | 93% |
| Returns for 3 years | 0.14 | 1.49 | 10% |
| Returns for 5 years | -9.64 | -7.72 | 125% |
| Returns for 10 years | 2.49 | N/A | - |
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