Interact to see
Advertisement
Advertisement
BALFX vs CONWX
BALFX vs CONWX Comparison
Open Charts BALFX vs CONWX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Concorde Wealth Management
Price$19.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets41.55M
BALFX vs CONWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. CONWX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. CONWX (41.5M). BALFX pays higher dividends than CONWX: BALFX (1.72) vs CONWX (1.36). 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 : 8.67 vs. CONWX (-0.52). BALFX return over 5 years is better than : 41.92 vs. CONWX (27.02).
| 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 | 14.603 | 8.610 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 41.5M | 640,964% |
| Annual Yield % from dividends | 1.72 | 1.36 | 127% |
| Returns for 1 year | 8.67 | -0.52 | -1,657% |
| Returns for 3 years | 50.44 | 8.65 | 583% |
| Returns for 5 years | 41.92 | 27.02 | 155% |
| Returns for 10 years | 75.26 | 44.08 | 171% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement