CONWX
Price
$18.58
Change
+$0.03 (+0.16%)
Updated
Jul 25 closing price
Net Assets
40.57M
FBAFX
Price
$37.21
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
Interact to see
Advertisement

CONWX vs FBAFX

Header iconCONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFXBanner chart's image
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
Interact to see
Advertisement
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).
CONWXFBAFXCONWX / FBAFX
Total Expense Ratio1.620.34476%
Annual Report Gross Expense Ratio1.620.34476%
Fund Existence38 years5 years-
Gain YTD4.5589.18550%
Front LoadN/AN/A-
Min. Initial Investment500250200%
Min. Initial Investment IRAN/AN/A-
Net Assets40.6M254B0%
Annual Yield % from dividends1.422.0669%
Returns for 1 year-0.1210.54-1%
Returns for 3 years4.5436.8412%
Returns for 5 years25.23N/A-
Returns for 10 years30.99N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
RDZN1.530.29
+23.39%
Roadzen
GLPG32.651.80
+5.83%
Galapagos NV
HSIC72.62N/A
N/A
Henry Schein
ASYS4.68-0.02
-0.43%
Amtech Systems
DUO2.17-0.01
-0.46%
Fangdd Network Group Ltd