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CGFAX vs WPSZX
CGFAX vs WPSZX Comparison
Open Charts CGFAX vs WPSZX
American Funds Growth Fund of Amer 529A
Price$85.93
Change+$0.34 (+0.40%)
VolumeN/A
Net Assets335.66B
AB Concentrated Growth Z
Price$56.69
Change+$0.27 (+0.48%)
VolumeN/A
Net Assets721.52M
CGFAX vs WPSZX Comparison Chart in %
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CGFAX vs. WPSZX commentary
Sep 27, 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 Hold and WPSZX is a Hold.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 336B vs. WPSZX (722M). CGFAX pays higher dividends than WPSZX: CGFAX (0.32) vs WPSZX (0.15). CGFAX was incepted earlier than WPSZX: CGFAX (24 years) vs WPSZX (12 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 : 12.26 vs. WPSZX (-5.85). CGFAX return over 5 years is better than : 47.81 vs. WPSZX (25.17).
| CGFAX | WPSZX | CGFAX / WPSZX | |
| Total Expense Ratio | 0.65 | 0.72 | 90% |
| Annual Report Gross Expense Ratio | 0.65 | 0.72 | 90% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 16.990 | 6.882 | 247% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336B | 722M | 46,537% |
| Annual Yield % from dividends | 0.32 | 0.15 | 216% |
| Returns for 1 year | 12.26 | -5.85 | -210% |
| Returns for 3 years | 72.54 | 34.79 | 209% |
| Returns for 5 years | 47.81 | 25.17 | 190% |
| Returns for 10 years | 120.39 | 115.85 | 104% |
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