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CONWX vs FBONX
CONWX vs FBONX Comparison
Open Charts CONWX vs FBONX
Concorde Wealth Management
Price$18.54
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets40.75M
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
CONWX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. CONWX (40.8M). FBONX pays higher dividends than CONWX: FBONX (2.10) vs CONWX (1.42). CONWX was incepted earlier than FBONX: CONWX (38 years) vs FBONX (5 years). CONWX (1.62) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. CONWX (30.00). FBONX has a lower initial minimum investment than CONWX: FBONX (250) vs CONWX (500). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. CONWX (1.22).
| CONWX | FBONX | CONWX / FBONX | |
| Total Expense Ratio | 1.62 | 0.30 | 540% |
| Annual Report Gross Expense Ratio | 1.62 | 0.30 | 540% |
| Fund Existence | 38 years | 5 years | - |
| Gain YTD | 4.333 | 8.208 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 252B | 0% |
| Annual Yield % from dividends | 1.42 | 2.10 | 68% |
| Returns for 1 year | 1.22 | 8.16 | 15% |
| Returns for 3 years | 2.94 | 37.33 | 8% |
| Returns for 5 years | 27.81 | N/A | - |
| Returns for 10 years | 29.11 | N/A | - |