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CONWX vs RLBFX
CONWX vs RLBFX Comparison
Open Charts CONWX vs RLBFX
Concorde Wealth Management
Price$19.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets41.55M
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
CONWX vs RLBFX Comparison Chart in %
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CONWX vs. RLBFX commentary
Oct 19, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. CONWX (41.5M). RLBFX pays higher dividends than CONWX: RLBFX (2.00) vs CONWX (1.36). CONWX was incepted earlier than RLBFX: CONWX (38 years) vs RLBFX (23 years). CONWX (1.62) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. CONWX (30.00). RLBFX has a lower initial minimum investment than CONWX: RLBFX (250) vs CONWX (500). RLBFX annual gain was more profitable for investors over the last year : 9.05 vs. CONWX (-0.52). RLBFX return over 5 years is better than : 43.90 vs. CONWX (27.02).
| CONWX | RLBFX | CONWX / RLBFX | |
| Total Expense Ratio | 1.62 | 0.29 | 559% |
| Annual Report Gross Expense Ratio | 1.62 | 0.29 | 559% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 8.610 | 14.890 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5M | 265B | 0% |
| Annual Yield % from dividends | 1.36 | 2.00 | 68% |
| Returns for 1 year | -0.52 | 9.05 | -6% |
| Returns for 3 years | 8.65 | 51.85 | 17% |
| Returns for 5 years | 27.02 | 43.90 | 62% |
| Returns for 10 years | 44.08 | 78.80 | 56% |
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