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CONWX vs FBAFX
CONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFX
Concorde Wealth Management
Price$18.31
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets40.86M
American Funds American Balanced 529-F-2
Price$35.41
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
CONWX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 241B vs. CONWX (40.9M). 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 : 12.38 vs. CONWX (7.70).
| 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 | 2.532 | 3.146 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.9M | 241B | 0% |
| Annual Yield % from dividends | 2.04 | 2.47 | 83% |
| Returns for 1 year | 7.70 | 12.38 | 62% |
| Returns for 3 years | -1.09 | 17.11 | -6% |
| Returns for 5 years | 20.28 | N/A | - |
| Returns for 10 years | 30.24 | N/A | - |
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