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CLBCX vs CONWX
CLBCX vs CONWX Comparison
Open Charts CLBCX vs CONWX
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
Concorde Wealth Management
Price$19.31
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets42.62M
CLBCX vs CONWX Comparison Chart in %
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CLBCX 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 CLBCX is a StrongBuy and CONWX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. CONWX (42.6M). CONWX pays higher dividends than CLBCX: CONWX (1.32) vs CLBCX (1.02). CLBCX was incepted earlier than CONWX: CLBCX (24 years) vs CONWX (38 years). CONWX (1.62) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. CONWX (13.00). CLBCX has a lower initial minimum investment than CONWX: CLBCX (250) vs CONWX (500). CLBCX annual gain was more profitable for investors over the last year : 8.57 vs. CONWX (8.12). CLBCX return over 5 years is better than : 31.60 vs. CONWX (22.06).
| CLBCX | CONWX | CLBCX / CONWX | |
| Total Expense Ratio | 1.35 | 1.62 | 83% |
| Annual Report Gross Expense Ratio | 1.35 | 1.62 | 83% |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | 10.024 | 8.666 | 116% |
| 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 | 1.02 | 1.32 | 77% |
| Returns for 1 year | 8.57 | 8.12 | 106% |
| Returns for 3 years | 34.81 | 12.81 | 272% |
| Returns for 5 years | 31.60 | 22.06 | 143% |
| Returns for 10 years | 72.29 | 57.68 | 125% |
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