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CGFAX vs MCGIX
CGFAX vs MCGIX Comparison
Open Charts CGFAX vs MCGIX
American Funds Growth Fund of Amer 529A
Price$82.77
Change-$1.02 (-1.22%)
VolumeN/A
Net Assets329.64B
AMG Montrusco Bolton Large Cap Growth I
Price$14.24
Change-$0.12 (-0.84%)
VolumeN/A
Net Assets212.71M
CGFAX vs MCGIX Comparison Chart in %
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CGFAX vs. MCGIX commentary
Aug 20, 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 MCGIX is a Buy.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 330B vs. MCGIX (213M). CGFAX pays higher dividends than MCGIX: CGFAX (0.32) vs MCGIX (0.00). CGFAX was incepted earlier than MCGIX: CGFAX (24 years) vs MCGIX (29 years). MCGIX (0.79) is less costly to investors than CGFAX (0.65). MCGIX is a more actively managed with annual turnover of: 83.00 vs. CGFAX (25.00). CGFAX has a lower initial minimum investment than MCGIX: CGFAX (250) vs MCGIX (100000). CGFAX annual gain was more profitable for investors over the last year : 12.29 vs. MCGIX (4.02). CGFAX return over 5 years is better than : 40.62 vs. MCGIX (-35.49).
| CGFAX | MCGIX | CGFAX / MCGIX | |
| Total Expense Ratio | 0.65 | 0.73 | 89% |
| Annual Report Gross Expense Ratio | 0.65 | 0.79 | 82% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 13.136 | 12.837 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330B | 213M | 154,930% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | 12.29 | 4.02 | 306% |
| Returns for 3 years | 45.42 | 21.92 | 207% |
| Returns for 5 years | 40.62 | -35.49 | -114% |
| Returns for 10 years | 103.10 | -43.92 | -235% |
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