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BALFX vs CONWX
BALFX vs CONWX Comparison
Open Charts BALFX vs CONWX
American Funds American Balanced F1
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Concorde Wealth Management
Price$19.31
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets42.62M
BALFX vs CONWX Comparison Chart in %
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BALFX vs. CONWX commentary
Dec 26, 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 StrongBuy and CONWX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. CONWX (42.6M). BALFX pays higher dividends than CONWX: BALFX (1.67) vs CONWX (1.32). 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). BALFX annual gain was more profitable for investors over the last year : 9.14 vs. CONWX (8.12). BALFX return over 5 years is better than : 34.52 vs. CONWX (22.06).
| 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 | 10.604 | 8.666 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 42.6M | 631,455% |
| Annual Yield % from dividends | 1.67 | 1.32 | 126% |
| Returns for 1 year | 9.14 | 8.12 | 113% |
| Returns for 3 years | 37.54 | 12.81 | 293% |
| Returns for 5 years | 34.52 | 22.06 | 156% |
| Returns for 10 years | 73.52 | 57.68 | 127% |
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