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CONWX vs RLBEX
CONWX vs RLBEX Comparison
Open Charts CONWX vs RLBEX
Concorde Wealth Management
Price$19.26
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets41.9M
American Funds American Balanced R4
Price$38.44
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
CONWX vs RLBEX Comparison Chart in %
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CONWX vs. RLBEX commentary
Sep 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CONWX is a Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. CONWX (41.9M). RLBEX pays higher dividends than CONWX: RLBEX (1.79) vs CONWX (1.39). CONWX was incepted earlier than RLBEX: CONWX (38 years) vs RLBEX (23 years). CONWX (1.62) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. CONWX (30.00). RLBEX has a lower initial minimum investment than CONWX: RLBEX (250) vs CONWX (500). RLBEX annual gain was more profitable for investors over the last year : 8.10 vs. CONWX (1.02). RLBEX return over 5 years is better than : 44.44 vs. CONWX (30.65).
| CONWX | RLBEX | CONWX / RLBEX | |
| Total Expense Ratio | 1.62 | 0.59 | 275% |
| Annual Report Gross Expense Ratio | 1.62 | 0.59 | 275% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 8.385 | 13.159 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9M | 263B | 0% |
| Annual Yield % from dividends | 1.39 | 1.79 | 78% |
| Returns for 1 year | 1.02 | 8.10 | 13% |
| Returns for 3 years | 14.39 | 51.36 | 28% |
| Returns for 5 years | 30.65 | 44.44 | 69% |
| Returns for 10 years | 53.21 | 85.05 | 63% |
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