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CONWX vs FBAFX
CONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFX
Concorde Wealth Management
Price$19.73
Change-$0.10 (-0.50%)
VolumeN/A
Net Assets42.57M
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
CONWX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. CONWX (42.6M). FBAFX pays higher dividends than CONWX: FBAFX (1.94) vs CONWX (1.35). 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 : 9.01 vs. CONWX (0.02). FBAFX return over 5 years is better than : 43.18 vs. CONWX (28.20).
| 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 | 11.593 | 15.061 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6M | 269B | 0% |
| Annual Yield % from dividends | 1.35 | 1.94 | 70% |
| Returns for 1 year | 0.02 | 9.01 | 0% |
| Returns for 3 years | 5.34 | 44.43 | 12% |
| Returns for 5 years | 28.20 | 43.18 | 65% |
| Returns for 10 years | 50.11 | N/A | - |
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