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AMBFX vs CONWX
AMBFX vs CONWX Comparison
Open Charts AMBFX vs CONWX
American Funds American Balanced F2
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Concorde Wealth Management
Price$18.54
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets40.75M
AMBFX vs CONWX Comparison Chart in %
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AMBFX 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 AMBFX is a Buy and CONWX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 252B vs. CONWX (40.8M). 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 : 8.11 vs. CONWX (1.22). AMBFX return over 5 years is better than : 42.85 vs. CONWX (27.81).
| 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 | 8.181 | 4.333 | 189% |
| Front Load | N/A | 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 | 2.05 | 1.42 | 144% |
| Returns for 1 year | 8.11 | 1.22 | 666% |
| Returns for 3 years | 35.95 | 2.94 | 1,222% |
| Returns for 5 years | 42.85 | 27.81 | 154% |
| Returns for 10 years | 67.46 | 29.11 | 232% |