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ABALX vs CONWX
ABALX vs CONWX Comparison
Open Charts ABALX vs CONWX
American Funds American Balanced A
Price$38.16
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets259.11B
Concorde Wealth Management
Price$18.79
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets40.87M
ABALX vs CONWX Comparison Chart in %
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ABALX vs. CONWX commentary
Sep 10, 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: 259B vs. CONWX (40.9M). ABALX pays higher dividends than CONWX: ABALX (1.82) vs CONWX (1.39). 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 : 11.79 vs. CONWX (1.27). ABALX return over 5 years is better than : 40.86 vs. CONWX (23.81).
| 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 | 11.821 | 5.740 | 206% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 40.9M | 633,252% |
| Annual Yield % from dividends | 1.82 | 1.39 | 131% |
| Returns for 1 year | 11.79 | 1.27 | 926% |
| Returns for 3 years | 37.26 | 3.47 | 1,073% |
| Returns for 5 years | 40.86 | 23.81 | 172% |
| Returns for 10 years | 76.89 | 42.54 | 181% |