CGFAX
Price
$76.85
Change
-$0.93 (-1.20%)
Updated
Jun 13 closing price
Net Assets
306.22B
FCAKX
Price
$43.47
Change
-$0.62 (-1.41%)
Updated
Jun 13 closing price
Net Assets
6.55B
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CGFAX vs FCAKX

Header iconCGFAX vs FCAKX Comparison
Open Charts CGFAX vs FCAKXBanner chart's image
American Funds Growth Fund of Amer 529A
Price$76.85
Change-$0.93 (-1.20%)
VolumeN/A
Net Assets306.22B
Fidelity Capital Appreciation K
Price$43.47
Change-$0.62 (-1.41%)
VolumeN/A
Net Assets6.55B
CGFAX vs FCAKX Comparison Chart
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CGFAX vs. FCAKX commentary
Jun 15, 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 CGFAX is a Buy and FCAKX is a Buy.

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FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 306B vs. FCAKX (6.55B). CGFAX pays higher dividends than FCAKX: CGFAX (0.35) vs FCAKX (0.22). CGFAX was incepted earlier than FCAKX: CGFAX (23 years) vs FCAKX (17 years). CGFAX (0.65) is less costly to investors than FCAKX (0.49). FCAKX is a more actively managed with annual turnover of: 56.00 vs. CGFAX (25.00). FCAKX has a lower initial minimum investment than CGFAX: FCAKX (0) vs CGFAX (250). CGFAX annual gain was more profitable for investors over the last year : 7.15 vs. FCAKX (-7.46). CGFAX return over 5 years is better than : 49.54 vs. FCAKX (27.63).
CGFAXFCAKXCGFAX / FCAKX
Total Expense Ratio0.650.49133%
Annual Report Gross Expense Ratio0.650.49133%
Fund Existence23 years17 years-
Gain YTD5.0442.524200%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets306B6.55B4,675%
Annual Yield % from dividends0.350.22158%
Returns for 1 year7.15-7.46-96%
Returns for 3 years53.6129.82180%
Returns for 5 years49.5427.63179%
Returns for 10 years77.7715.33507%
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