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CGTAX vs USGFX
CGTAX vs USGFX Comparison
Open Charts CGTAX vs USGFX
CGTAX vs USGFX Comparison Chart in %
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CGTAX vs. USGFX commentary
Aug 19, 2026
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 (23.7B) and USGFX (23.7B) have equal amount of cash in the bank . USGFX pays higher dividends than CGTAX: USGFX (4.48) vs CGTAX (4.06). CGTAX was incepted earlier than USGFX: CGTAX (25 years) vs USGFX (10 years). CGTAX (0.65) is less costly to investors than USGFX (0.25). 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 : 2.01 vs. CGTAX (1.60). USGFX return over 5 years is better than : -0.53 vs. CGTAX (-2.55).
| CGTAX | USGFX | CGTAX / USGFX | |
| Total Expense Ratio | 0.65 | 0.25 | 260% |
| Annual Report Gross Expense Ratio | 0.65 | 0.25 | 260% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | -1.194 | -0.965 | 124% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 23.7B | 100% |
| Annual Yield % from dividends | 4.06 | 4.48 | 91% |
| Returns for 1 year | 1.60 | 2.01 | 79% |
| Returns for 3 years | 12.03 | 13.43 | 90% |
| Returns for 5 years | -2.55 | -0.53 | 478% |
| Returns for 10 years | 4.83 | N/A | - |
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