CONWX
Price
$18.54
Change
+$0.02 (+0.11%)
Updated
Jul 3 closing price
Net Assets
40.75M
FBAFX
Price
$36.88
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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CONWX vs FBAFX

Header iconCONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFXBanner chart's image
Concorde Wealth Management
Price$18.54
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets40.75M
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CONWX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. CONWX (40.8M). FBAFX pays higher dividends than CONWX: FBAFX (2.06) vs CONWX (1.42). 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 (30.00). FBAFX has a lower initial minimum investment than CONWX: FBAFX (250) vs CONWX (500). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. CONWX (1.22).
CONWXFBAFXCONWX / FBAFX
Total Expense Ratio1.620.34476%
Annual Report Gross Expense Ratio1.620.34476%
Fund Existence38 years5 years-
Gain YTD4.3338.21753%
Front LoadN/AN/A-
Min. Initial Investment500250200%
Min. Initial Investment IRAN/AN/A-
Net Assets40.8M252B0%
Annual Yield % from dividends1.422.0669%
Returns for 1 year1.228.1215%
Returns for 3 years2.9437.198%
Returns for 5 years27.81N/A-
Returns for 10 years29.11N/A-
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