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AMBFX vs CONWX
AMBFX vs CONWX Comparison
Open Charts AMBFX vs CONWX
American Funds American Balanced F2
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Concorde Wealth Management
Price$18.55
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets40.79M
AMBFX vs CONWX Comparison Chart
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AMBFX 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 AMBFX is a Buy and CONWX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 244B vs. CONWX (40.8M). AMBFX pays higher dividends than CONWX: AMBFX (2.13) vs CONWX (1.44). 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 : 5.53 vs. CONWX (1.71). AMBFX return over 5 years is better than : 39.71 vs. CONWX (28.63).
| 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 | 4.541 | 4.389 | 103% |
| Front Load | N/A | 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 | 2.13 | 1.44 | 149% |
| Returns for 1 year | 5.53 | 1.71 | 323% |
| Returns for 3 years | 33.47 | 4.88 | 686% |
| Returns for 5 years | 39.71 | 28.63 | 139% |
| Returns for 10 years | 59.88 | 26.56 | 225% |
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