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CLBCX vs CONWX
CLBCX vs CONWX Comparison
Open Charts CLBCX vs CONWX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Concorde Wealth Management
Price$20.13
Change+$0.93 (+4.84%)
VolumeN/A
Net Assets43.52M
CLBCX vs CONWX Comparison Chart in %
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CLBCX 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 CLBCX is a Hold and CONWX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. CONWX (43.5M). CONWX pays higher dividends than CLBCX: CONWX (2.83) vs CLBCX (1.19). 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). CONWX annual gain was more profitable for investors over the last year : 13.61 vs. CLBCX (10.51). CLBCX return over 5 years is better than : 32.27 vs. CONWX (23.76).
| 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 | 2.375 | 4.898 | 48% |
| 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 | 1.19 | 2.83 | 42% |
| Returns for 1 year | 10.51 | 13.61 | 77% |
| Returns for 3 years | 33.67 | 22.09 | 152% |
| Returns for 5 years | 32.27 | 23.76 | 136% |
| Returns for 10 years | 86.26 | 80.99 | 107% |
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