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CLBCX vs CONWX
CLBCX vs CONWX Comparison
Open Charts CLBCX vs CONWX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Concorde Wealth Management
Price$19.73
Change-$0.10 (-0.50%)
VolumeN/A
Net Assets42.57M
CLBCX vs CONWX Comparison Chart in %
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CLBCX vs. CONWX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. CONWX (42.6M). CONWX pays higher dividends than CLBCX: CONWX (1.35) vs CLBCX (1.04). 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 : 7.92 vs. CONWX (-0.53). CLBCX return over 5 years is better than : 36.11 vs. CONWX (27.55).
| 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 | 14.029 | 11.030 | 127% |
| 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 | 1.04 | 1.35 | 77% |
| Returns for 1 year | 7.92 | -0.53 | -1,492% |
| Returns for 3 years | 40.07 | 5.24 | 765% |
| Returns for 5 years | 36.11 | 27.55 | 131% |
| Returns for 10 years | 73.04 | 47.59 | 153% |
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