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BALFX vs CONWX
BALFX vs CONWX Comparison
Open Charts BALFX vs CONWX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Concorde Wealth Management
Price$19.56
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets42.16M
BALFX vs CONWX Comparison Chart in %
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BALFX vs. CONWX commentary
Nov 20, 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 BALFX is a Hold and CONWX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. CONWX (42.2M). BALFX pays higher dividends than CONWX: BALFX (1.70) vs CONWX (1.35). BALFX was incepted earlier than CONWX: BALFX (25 years) vs CONWX (38 years). CONWX (1.62) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. CONWX (30.00). BALFX has a lower initial minimum investment than CONWX: BALFX (250) vs CONWX (500). BALFX annual gain was more profitable for investors over the last year : 8.95 vs. CONWX (-0.89). BALFX return over 5 years is better than : 38.60 vs. CONWX (26.12).
| BALFX | CONWX | BALFX / CONWX | |
| Total Expense Ratio | 0.61 | 1.62 | 38% |
| Annual Report Gross Expense Ratio | 0.61 | 1.62 | 38% |
| Fund Existence | 25 years | 38 years | - |
| Gain YTD | 14.015 | 10.523 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 42.2M | 623,223% |
| Annual Yield % from dividends | 1.70 | 1.35 | 126% |
| Returns for 1 year | 8.95 | -0.89 | -1,010% |
| Returns for 3 years | 40.90 | 4.43 | 923% |
| Returns for 5 years | 38.60 | 26.12 | 148% |
| Returns for 10 years | 70.89 | 45.31 | 156% |
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