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CONWX vs FBONX
CONWX vs FBONX Comparison
Open Charts CONWX vs FBONX
Concorde Wealth Management
Price$19.73
Change-$0.10 (-0.50%)
VolumeN/A
Net Assets42.57M
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
CONWX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. CONWX (42.6M). FBONX pays higher dividends than CONWX: FBONX (1.97) vs CONWX (1.35). 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 : 9.08 vs. CONWX (-0.53). FBONX return over 5 years is better than : 43.48 vs. CONWX (27.55).
| 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 | 11.030 | 15.092 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6M | 269B | 0% |
| Annual Yield % from dividends | 1.35 | 1.97 | 68% |
| Returns for 1 year | -0.53 | 9.08 | -6% |
| Returns for 3 years | 5.24 | 44.58 | 12% |
| Returns for 5 years | 27.55 | 43.48 | 63% |
| Returns for 10 years | 47.59 | N/A | - |
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