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AMBFX vs CONWX
AMBFX vs CONWX Comparison
Open Charts AMBFX vs CONWX
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.
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).
| 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 | 9.150 | 4.558 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 40.6M | 625,616% |
| Annual Yield % from dividends | 2.05 | 1.42 | 144% |
| Returns for 1 year | 10.53 | -0.12 | -8,502% |
| Returns for 3 years | 35.56 | 4.54 | 784% |
| Returns for 5 years | 41.01 | 25.23 | 163% |
| Returns for 10 years | 67.47 | 30.99 | 218% |
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