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CLBCX vs CONWX
CLBCX vs CONWX Comparison
Open Charts CLBCX vs CONWX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
Concorde Wealth Management
Price$19.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets41.55M
CLBCX vs CONWX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and CONWX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. CONWX (41.5M). CONWX pays higher dividends than CLBCX: CONWX (1.36) vs CLBCX (1.06). 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 (30.00). 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 : 7.87 vs. CONWX (-0.52). CLBCX return over 5 years is better than : 38.56 vs. CONWX (27.02).
| 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 | 13.912 | 8.610 | 162% |
| 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 | 1.06 | 1.36 | 78% |
| Returns for 1 year | 7.87 | -0.52 | -1,503% |
| Returns for 3 years | 47.86 | 8.65 | 554% |
| Returns for 5 years | 38.56 | 27.02 | 143% |
| Returns for 10 years | 74.34 | 44.08 | 169% |
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