Interact to see
Advertisement
Advertisement
CONWX vs FBAFX
CONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFX
Concorde Wealth Management
Price$18.49
Change-$0.06 (-0.32%)
VolumeN/A
Net Assets40.32M
American Funds American Balanced 529-F-2
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
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: 256B vs. CONWX (40.3M). FBAFX pays higher dividends than CONWX: FBAFX (2.04) vs CONWX (1.41). 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 : 8.23 vs. CONWX (-1.24).
| 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 | 4.052 | 9.918 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.3M | 256B | 0% |
| Annual Yield % from dividends | 1.41 | 2.04 | 69% |
| Returns for 1 year | -1.24 | 8.23 | -15% |
| Returns for 3 years | 0.91 | 31.57 | 3% |
| Returns for 5 years | 20.56 | N/A | - |
| Returns for 10 years | 32.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement