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CONWX vs RLBFX
CONWX vs RLBFX Comparison
Open Charts CONWX vs RLBFX
Concorde Wealth Management
Price$20.13
Change+$0.93 (+4.84%)
VolumeN/A
Net Assets43.52M
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
CONWX vs RLBFX Comparison Chart in %
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CONWX vs. RLBFX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. CONWX (43.5M). CONWX pays higher dividends than RLBFX: CONWX (2.83) vs RLBFX (2.13). CONWX was incepted earlier than RLBFX: CONWX (38 years) vs RLBFX (24 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 (13.00). RLBFX has a lower initial minimum investment than CONWX: RLBFX (250) vs CONWX (500). CONWX annual gain was more profitable for investors over the last year : 13.61 vs. RLBFX (11.69). RLBFX return over 5 years is better than : 37.38 vs. CONWX (23.76).
| 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 | 24 years | - |
| Gain YTD | 4.898 | 2.503 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5M | 270B | 0% |
| Annual Yield % from dividends | 2.83 | 2.13 | 133% |
| Returns for 1 year | 13.61 | 11.69 | 116% |
| Returns for 3 years | 22.09 | 38.02 | 58% |
| Returns for 5 years | 23.76 | 37.38 | 64% |
| Returns for 10 years | 80.99 | 91.94 | 88% |
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