AMBFX
Price
$37.18
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
CONWX
Price
$18.58
Change
+$0.03 (+0.16%)
Updated
Jul 25 closing price
Net Assets
40.57M
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AMBFX vs CONWX

Header iconAMBFX vs CONWX Comparison
Open Charts AMBFX vs CONWXBanner chart's image
American Funds American Balanced F2
Price$37.18
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
AMBFX vs CONWX Comparison Chart in %
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AMBFX 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 AMBFX is a Buy and CONWX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 254B vs. CONWX (40.6M). AMBFX pays higher dividends than CONWX: AMBFX (2.05) vs CONWX (1.42). 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 : 10.53 vs. CONWX (-0.12). AMBFX return over 5 years is better than : 41.01 vs. CONWX (25.23).
AMBFXCONWXAMBFX / CONWX
Total Expense Ratio0.351.6222%
Annual Report Gross Expense Ratio0.351.6222%
Fund Existence17 years38 years-
Gain YTD9.1504.558201%
Front LoadN/AN/A-
Min. Initial Investment25050050%
Min. Initial Investment IRAN/AN/A-
Net Assets254B40.6M625,616%
Annual Yield % from dividends2.051.42144%
Returns for 1 year10.53-0.12-8,502%
Returns for 3 years35.564.54784%
Returns for 5 years41.0125.23163%
Returns for 10 years67.4730.99218%
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