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CONWX vs FBAFX
CONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFX
Concorde Wealth Management
Price$18.27
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets39.94M
American Funds American Balanced 529-F-2
Price$35.54
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets241.02B
CONWX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 241B vs. CONWX (39.9M). FBAFX pays higher dividends than CONWX: FBAFX (2.14) vs CONWX (1.44). CONWX was incepted earlier than FBAFX: CONWX (38 years) vs FBAFX (5 years). CONWX (1.62) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. CONWX (30.00). FBAFX has a lower initial minimum investment than CONWX: FBAFX (250) vs CONWX (500). FBAFX annual gain was more profitable for investors over the last year : 7.73 vs. CONWX (0.55).
| CONWX | FBAFX | CONWX / FBAFX | |
| Total Expense Ratio | 1.62 | 0.34 | 476% |
| Annual Report Gross Expense Ratio | 1.62 | 0.34 | 476% |
| Fund Existence | 38 years | 5 years | - |
| Gain YTD | 2.251 | 3.911 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9M | 241B | 0% |
| Annual Yield % from dividends | 1.44 | 2.14 | 67% |
| Returns for 1 year | 0.55 | 7.73 | 7% |
| Returns for 3 years | -2.93 | 24.26 | -12% |
| Returns for 5 years | 24.37 | N/A | - |
| Returns for 10 years | 24.84 | N/A | - |
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