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AMBFX vs CONWX
AMBFX vs CONWX Comparison
Open Charts AMBFX vs CONWX
American Funds American Balanced F2
Price$38.14
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
Concorde Wealth Management
Price$18.79
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets40.87M
AMBFX vs CONWX Comparison Chart in %
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AMBFX 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 AMBFX is a Buy and CONWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 259B vs. CONWX (40.9M). AMBFX pays higher dividends than CONWX: AMBFX (2.00) vs CONWX (1.39). AMBFX was incepted earlier than CONWX: AMBFX (17 years) vs CONWX (38 years). CONWX (1.62) is less costly to investors than AMBFX (0.35). AMBFX is a more actively managed with annual turnover of: 44.00 vs. CONWX (30.00). AMBFX has a lower initial minimum investment than CONWX: AMBFX (250) vs CONWX (500). AMBFX annual gain was more profitable for investors over the last year : 12.02 vs. CONWX (1.27). AMBFX return over 5 years is better than : 42.07 vs. CONWX (23.81).
| AMBFX | CONWX | AMBFX / CONWX | |
| Total Expense Ratio | 0.35 | 1.62 | 22% |
| Annual Report Gross Expense Ratio | 0.35 | 1.62 | 22% |
| Fund Existence | 17 years | 38 years | - |
| Gain YTD | 11.968 | 5.740 | 208% |
| Front Load | N/A | 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 | 2.00 | 1.39 | 144% |
| Returns for 1 year | 12.02 | 1.27 | 944% |
| Returns for 3 years | 38.02 | 3.47 | 1,095% |
| Returns for 5 years | 42.07 | 23.81 | 177% |
| Returns for 10 years | 78.92 | 42.54 | 186% |
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