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CGFAX vs FDCAX
CGFAX vs FDCAX Comparison
Open Charts CGFAX vs FDCAX
American Funds Growth Fund of Amer 529A
Price$81.32
Change+$0.79 (+0.98%)
VolumeN/A
Net Assets322.86B
Fidelity Capital Appreciation
Price$45.30
Change+$0.35 (+0.78%)
VolumeN/A
Net Assets6.81B
CGFAX vs FDCAX Comparison Chart in %
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CGFAX vs. FDCAX commentary
Jul 06, 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 FDCAX is a Buy.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 323B vs. FDCAX (6.81B). CGFAX pays higher dividends than FDCAX: CGFAX (0.33) vs FDCAX (0.21). CGFAX was incepted earlier than FDCAX: CGFAX (23 years) vs FDCAX (39 years). CGFAX (0.65) is less costly to investors than FDCAX (0.56). FDCAX is a more actively managed with annual turnover of: 56.00 vs. CGFAX (25.00). FDCAX has a lower initial minimum investment than CGFAX: FDCAX (0) vs CGFAX (250). CGFAX annual gain was more profitable for investors over the last year : 10.74 vs. FDCAX (-4.63). CGFAX return over 5 years is better than : 49.82 vs. FDCAX (26.04).
| CGFAX | FDCAX | CGFAX / FDCAX | |
| Total Expense Ratio | 0.65 | 0.56 | 116% |
| Annual Report Gross Expense Ratio | 0.65 | 0.56 | 116% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 11.154 | 7.422 | 150% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 323B | 6.81B | 4,747% |
| Annual Yield % from dividends | 0.33 | 0.21 | 159% |
| Returns for 1 year | 10.74 | -4.63 | -232% |
| Returns for 3 years | 59.86 | 31.02 | 193% |
| Returns for 5 years | 49.82 | 26.04 | 191% |
| Returns for 10 years | 91.43 | 20.49 | 446% |
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