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CONWX vs FBAFX
CONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFX
Concorde Wealth Management
Price$18.79
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets40.87M
American Funds American Balanced 529-F-2
Price$38.17
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets259.11B
CONWX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 259B vs. CONWX (40.9M). FBAFX pays higher dividends than CONWX: FBAFX (2.01) vs CONWX (1.39). 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 : 12.03 vs. CONWX (1.27).
| 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 | 5.740 | 12.002 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.9M | 259B | 0% |
| Annual Yield % from dividends | 1.39 | 2.01 | 69% |
| Returns for 1 year | 1.27 | 12.03 | 11% |
| Returns for 3 years | 3.47 | 39.32 | 9% |
| Returns for 5 years | 23.81 | N/A | - |
| Returns for 10 years | 42.54 | N/A | - |