AMBFX
Price
$36.85
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
CONWX
Price
$18.54
Change
+$0.02 (+0.11%)
Updated
Jul 3 closing price
Net Assets
40.75M
Interact to see
Advertisement

AMBFX vs CONWX

Header iconAMBFX vs CONWX Comparison
Open Charts AMBFX vs CONWXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
AMBFXCONWXAMBFX / CONWX
Total Expense Ratio0.351.6222%
Annual Report Gross Expense Ratio0.351.6222%
Fund Existence17 years38 years-
Gain YTD8.1814.333189%
Front LoadN/AN/A-
Min. Initial Investment25050050%
Min. Initial Investment IRAN/AN/A-
Net Assets252B40.8M617,647%
Annual Yield % from dividends2.051.42144%
Returns for 1 year8.111.22666%
Returns for 3 years35.952.941,222%
Returns for 5 years42.8527.81154%
Returns for 10 years67.4629.11232%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ARCXF0.06N/A
N/A
ArcelorMittal South Africa
BPOSF5.06N/A
N/A
Bpost SA
IMIAF27.60N/A
N/A
IMI plc
WUXIF7.34N/A
N/A
Wuxi Apptec Co Ltd.
RLYGF0.16N/A
N/A
Riley Gold Corp.