Interact to see
Advertisement
Advertisement
ABALX vs CONWX
ABALX vs CONWX Comparison
Open Charts ABALX vs CONWX
American Funds American Balanced A
Price$35.64
Change-$0.32 (-0.89%)
VolumeN/A
Net Assets244.39B
Concorde Wealth Management
Price$18.55
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets40.79M
ABALX vs CONWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ABALX vs. CONWX 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 ABALX is a Buy and CONWX is a Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 244B vs. CONWX (40.8M). ABALX pays higher dividends than CONWX: ABALX (1.94) vs CONWX (1.44). 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 : 5.32 vs. CONWX (1.71). ABALX return over 5 years is better than : 38.50 vs. CONWX (28.63).
| 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 | 4.436 | 4.389 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 40.8M | 598,039% |
| Annual Yield % from dividends | 1.94 | 1.44 | 135% |
| Returns for 1 year | 5.32 | 1.71 | 311% |
| Returns for 3 years | 32.72 | 4.88 | 671% |
| Returns for 5 years | 38.50 | 28.63 | 134% |
| Returns for 10 years | 58.12 | 26.56 | 219% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement