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CGFAX vs WPSZX
CGFAX vs WPSZX Comparison
Open Charts CGFAX vs WPSZX
American Funds Growth Fund of Amer 529A
Price$76.85
Change-$0.93 (-1.20%)
VolumeN/A
Net Assets306.22B
AB Concentrated Growth Z
Price$54.39
Change-$0.95 (-1.72%)
VolumeN/A
Net Assets724.57M
CGFAX vs WPSZX Comparison Chart
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CGFAX vs. WPSZX commentary
Jun 16, 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 WPSZX is a Buy.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 306B vs. WPSZX (725M). CGFAX pays higher dividends than WPSZX: CGFAX (0.35) vs WPSZX (0.15). CGFAX was incepted earlier than WPSZX: CGFAX (23 years) vs WPSZX (11 years). WPSZX (0.72) is less costly to investors than CGFAX (0.65). CGFAX is a more actively managed with annual turnover of: 25.00 vs. WPSZX (11.00). CGFAX has a lower initial minimum investment than WPSZX: CGFAX (250) vs WPSZX (2000000). CGFAX annual gain was more profitable for investors over the last year : 7.15 vs. WPSZX (-3.42). CGFAX return over 5 years is better than : 49.54 vs. WPSZX (29.53).
| CGFAX | WPSZX | CGFAX / WPSZX | |
| Total Expense Ratio | 0.65 | 0.72 | 90% |
| Annual Report Gross Expense Ratio | 0.65 | 0.72 | 90% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 5.044 | 2.545 | 198% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306B | 725M | 42,207% |
| Annual Yield % from dividends | 0.35 | 0.15 | 228% |
| Returns for 1 year | 7.15 | -3.42 | -209% |
| Returns for 3 years | 53.61 | 24.86 | 216% |
| Returns for 5 years | 49.54 | 29.53 | 168% |
| Returns for 10 years | 77.77 | 89.45 | 87% |
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