Interact to see
Advertisement
Advertisement
BALFX vs CONWX
BALFX vs CONWX Comparison
Open Charts BALFX vs CONWX
American Funds American Balanced F1
Price$38.12
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Concorde Wealth Management
Price$18.79
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets40.87M
BALFX vs CONWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. CONWX commentary
Sep 10, 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 BALFX is a Buy and CONWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. CONWX (40.9M). BALFX pays higher dividends than CONWX: BALFX (1.77) vs CONWX (1.39). BALFX was incepted earlier than CONWX: BALFX (25 years) vs CONWX (38 years). CONWX (1.62) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. CONWX (30.00). BALFX has a lower initial minimum investment than CONWX: BALFX (250) vs CONWX (500). BALFX annual gain was more profitable for investors over the last year : 11.70 vs. CONWX (1.27). BALFX return over 5 years is better than : 40.53 vs. CONWX (23.81).
| BALFX | CONWX | BALFX / CONWX | |
| Total Expense Ratio | 0.61 | 1.62 | 38% |
| Annual Report Gross Expense Ratio | 0.61 | 1.62 | 38% |
| Fund Existence | 25 years | 38 years | - |
| Gain YTD | 11.800 | 5.740 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 40.9M | 633,252% |
| Annual Yield % from dividends | 1.77 | 1.39 | 127% |
| Returns for 1 year | 11.70 | 1.27 | 919% |
| Returns for 3 years | 37.06 | 3.47 | 1,068% |
| Returns for 5 years | 40.53 | 23.81 | 170% |
| Returns for 10 years | 76.28 | 42.54 | 179% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement