Interact to see
Advertisement
Advertisement
CONWX vs FBAFX
CONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFX
Concorde Wealth Management
Price$18.58
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets40.57M
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
CONWX vs FBAFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. CONWX (40.6M). 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 : 10.54 vs. CONWX (-0.12).
| 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 | 4.558 | 9.185 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 254B | 0% |
| Annual Yield % from dividends | 1.42 | 2.06 | 69% |
| Returns for 1 year | -0.12 | 10.54 | -1% |
| Returns for 3 years | 4.54 | 36.84 | 12% |
| Returns for 5 years | 25.23 | N/A | - |
| Returns for 10 years | 30.99 | N/A | - |