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CLBCX vs CONWX
CLBCX vs CONWX Comparison
Open Charts CLBCX vs CONWX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Concorde Wealth Management
Price$19.56
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets42.16M
CLBCX vs CONWX Comparison Chart in %
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CLBCX 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 CLBCX is a Hold and CONWX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. CONWX (42.2M). CONWX pays higher dividends than CLBCX: CONWX (1.35) vs CLBCX (1.04). 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 : 8.18 vs. CONWX (-0.89). CLBCX return over 5 years is better than : 35.38 vs. CONWX (26.12).
| 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 | 13.269 | 10.523 | 126% |
| 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 | 1.04 | 1.35 | 77% |
| Returns for 1 year | 8.18 | -0.89 | -923% |
| Returns for 3 years | 38.51 | 4.43 | 869% |
| Returns for 5 years | 35.38 | 26.12 | 135% |
| Returns for 10 years | 70.03 | 45.31 | 155% |