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ABALX vs CONWX
ABALX vs CONWX Comparison
Open Charts ABALX vs CONWX
American Funds American Balanced A
Price$36.88
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Concorde Wealth Management
Price$18.54
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets40.75M
ABALX vs CONWX Comparison Chart in %
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ABALX vs. CONWX 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 ABALX is a Buy and CONWX is a Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 252B vs. CONWX (40.8M). 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 : 7.89 vs. CONWX (1.22). ABALX return over 5 years is better than : 41.63 vs. CONWX (27.81).
| 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 | 8.070 | 4.333 | 186% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 40.8M | 617,647% |
| Annual Yield % from dividends | 1.86 | 1.42 | 131% |
| Returns for 1 year | 7.89 | 1.22 | 648% |
| Returns for 3 years | 35.19 | 2.94 | 1,196% |
| Returns for 5 years | 41.63 | 27.81 | 150% |
| Returns for 10 years | 65.55 | 29.11 | 225% |
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