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CGFAX vs WPSZX
CGFAX vs WPSZX Comparison
Open Charts CGFAX vs WPSZX
American Funds Growth Fund of Amer 529A
Price$81.32
Change+$0.79 (+0.98%)
VolumeN/A
Net Assets322.86B
AB Concentrated Growth Z
Price$56.71
Change+$0.62 (+1.11%)
VolumeN/A
Net Assets751M
CGFAX vs WPSZX Comparison Chart in %
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CGFAX vs. WPSZX commentary
Jul 07, 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: 323B vs. WPSZX (751M). CGFAX pays higher dividends than WPSZX: CGFAX (0.33) 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 : 10.74 vs. WPSZX (0.26). CGFAX return over 5 years is better than : 49.82 vs. WPSZX (32.98).
| 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 | 11.154 | 6.919 | 161% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 323B | 751M | 43,009% |
| Annual Yield % from dividends | 0.33 | 0.15 | 220% |
| Returns for 1 year | 10.74 | 0.26 | 4,183% |
| Returns for 3 years | 59.86 | 27.82 | 215% |
| Returns for 5 years | 49.82 | 32.98 | 151% |
| Returns for 10 years | 91.43 | 98.70 | 93% |
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