Ad is loading...
Ad is loading...
CONWX vs FBAFX
CONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFX
Concorde Wealth Management
Price$20.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-2
Price$36.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CONWX vs FBAFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 237B vs. CONWX (41.9M). FBAFX pays higher dividends than CONWX: FBAFX (2.47) vs CONWX (2.04). CONWX was incepted earlier than FBAFX: CONWX (37 years) vs FBAFX (4 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. CONWX (28.00). 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 : 21.08 vs. CONWX (19.59).
| CONWX | FBAFX | CONWX / FBAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 4 years | - |
| Gain YTD | 16.918 | 15.198 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9M | 237B | 0% |
| Annual Yield % from dividends | 2.04 | 2.47 | 83% |
| Returns for 1 year | 19.59 | 21.08 | 93% |
| Returns for 3 years | 4.60 | 14.44 | 32% |
| Returns for 5 years | 33.85 | N/A | - |
| Returns for 10 years | 27.13 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers