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CLBCX vs CONWX
CLBCX vs CONWX Comparison
Open Charts CLBCX vs CONWX
American Funds American Balanced 529C
Price$39.08
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
CLBCX vs CONWX Comparison Chart in %
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CLBCX 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 CLBCX is a Hold and CONWX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. CONWX (41.9M). CONWX pays higher dividends than CLBCX: CONWX (1.36) vs CLBCX (1.06). CLBCX was incepted earlier than CONWX: CLBCX (24 years) vs CONWX (38 years). CONWX (1.62) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. CONWX (30.00). CLBCX has a lower initial minimum investment than CONWX: CLBCX (250) vs CONWX (500). CLBCX annual gain was more profitable for investors over the last year : 9.10 vs. CONWX (1.02). CLBCX return over 5 years is better than : 39.00 vs. CONWX (27.17).
| CLBCX | CONWX | CLBCX / CONWX | |
| Total Expense Ratio | 1.35 | 1.62 | 83% |
| Annual Report Gross Expense Ratio | 1.35 | 1.62 | 83% |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | 14.233 | 8.948 | 159% |
| 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 | 1.06 | 1.36 | 78% |
| Returns for 1 year | 9.10 | 1.02 | 894% |
| Returns for 3 years | 49.10 | 10.42 | 471% |
| Returns for 5 years | 39.00 | 27.17 | 144% |
| Returns for 10 years | 76.20 | 43.14 | 177% |
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