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CONWX vs FBAFX
CONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFX
Concorde Wealth Management
Price$20.13
Change+$0.93 (+4.84%)
VolumeN/A
Net Assets43.52M
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
CONWX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. CONWX (43.5M). CONWX pays higher dividends than FBAFX: CONWX (2.83) vs FBAFX (2.11). CONWX was incepted earlier than FBAFX: CONWX (38 years) vs FBAFX (5 years). CONWX (1.62) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. CONWX (13.00). FBAFX has a lower initial minimum investment than CONWX: FBAFX (250) vs CONWX (500). CONWX annual gain was more profitable for investors over the last year : 13.61 vs. FBAFX (11.64). FBAFX return over 5 years is better than : 39.18 vs. CONWX (23.76).
| CONWX | FBAFX | CONWX / FBAFX | |
| Total Expense Ratio | 1.62 | 0.34 | 476% |
| Annual Report Gross Expense Ratio | 1.62 | 0.34 | 476% |
| Fund Existence | 38 years | 5 years | - |
| Gain YTD | 4.898 | 2.481 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5M | 270B | 0% |
| Annual Yield % from dividends | 2.83 | 2.11 | 134% |
| Returns for 1 year | 13.61 | 11.64 | 117% |
| Returns for 3 years | 22.09 | 37.86 | 58% |
| Returns for 5 years | 23.76 | 39.18 | 61% |
| Returns for 10 years | 80.99 | N/A | - |
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