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BALFX vs CONWX
BALFX vs CONWX Comparison
Open Charts BALFX vs CONWX
American Funds American Balanced F1
Price$39.07
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Concorde Wealth Management
Price$19.34
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets41.85M
BALFX vs CONWX Comparison Chart in %
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BALFX vs. CONWX commentary
Oct 09, 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: 266B vs. CONWX (41.9M). BALFX pays higher dividends than CONWX: BALFX (1.72) vs CONWX (1.36). 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 : 9.92 vs. CONWX (1.02). BALFX return over 5 years is better than : 42.38 vs. CONWX (27.17).
| 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 | 14.897 | 8.948 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 41.9M | 634,845% |
| Annual Yield % from dividends | 1.72 | 1.36 | 127% |
| Returns for 1 year | 9.92 | 1.02 | 974% |
| Returns for 3 years | 51.66 | 10.42 | 496% |
| Returns for 5 years | 42.38 | 27.17 | 156% |
| Returns for 10 years | 77.15 | 43.14 | 179% |
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