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ABALX vs CONWX
ABALX vs CONWX Comparison
Open Charts ABALX vs CONWX
American Funds American Balanced A
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Concorde Wealth Management
Price$18.58
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets40.57M
ABALX vs CONWX Comparison Chart in %
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ABALX vs. CONWX commentary
Jul 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 ABALX is a Buy and CONWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 254B vs. CONWX (40.6M). ABALX pays higher dividends than CONWX: ABALX (1.86) vs CONWX (1.42). ABALX was incepted earlier than CONWX: ABALX (50 years) vs CONWX (38 years). CONWX (1.62) is less costly to investors than ABALX (0.56). ABALX is a more actively managed with annual turnover of: 44.00 vs. CONWX (30.00). ABALX has a lower initial minimum investment than CONWX: ABALX (250) vs CONWX (500). ABALX annual gain was more profitable for investors over the last year : 10.31 vs. CONWX (-0.12). ABALX return over 5 years is better than : 39.85 vs. CONWX (25.23).
| ABALX | CONWX | ABALX / CONWX | |
| Total Expense Ratio | 0.56 | 1.62 | 35% |
| Annual Report Gross Expense Ratio | 0.56 | 1.62 | 35% |
| Fund Existence | 50 years | 38 years | - |
| Gain YTD | 9.037 | 4.558 | 198% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 40.6M | 625,616% |
| Annual Yield % from dividends | 1.86 | 1.42 | 131% |
| Returns for 1 year | 10.31 | -0.12 | -8,319% |
| Returns for 3 years | 34.85 | 4.54 | 768% |
| Returns for 5 years | 39.85 | 25.23 | 158% |
| Returns for 10 years | 65.55 | 30.99 | 211% |
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