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BALFX vs CONWX
BALFX vs CONWX Comparison
Open Charts BALFX vs CONWX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Concorde Wealth Management
Price$20.13
Change+$0.93 (+4.84%)
VolumeN/A
Net Assets43.52M
BALFX vs CONWX Comparison Chart in %
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BALFX vs. CONWX commentary
Feb 04, 2026
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 Hold and CONWX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. CONWX (43.5M). CONWX pays higher dividends than BALFX: CONWX (2.83) vs BALFX (1.86). 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 (13.00). BALFX has a lower initial minimum investment than CONWX: BALFX (250) vs CONWX (500). CONWX annual gain was more profitable for investors over the last year : 13.61 vs. BALFX (11.33). BALFX return over 5 years is better than : 35.49 vs. CONWX (23.76).
| 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 | 2.457 | 4.898 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 43.5M | 620,690% |
| Annual Yield % from dividends | 1.86 | 2.83 | 66% |
| Returns for 1 year | 11.33 | 13.61 | 83% |
| Returns for 3 years | 36.69 | 22.09 | 166% |
| Returns for 5 years | 35.49 | 23.76 | 149% |
| Returns for 10 years | 87.98 | 80.99 | 109% |
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