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CONWX vs FBAFX
CONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFX
Concorde Wealth Management
Price$18.33
Change-$0.19 (-1.03%)
VolumeN/A
Net Assets40.52M
American Funds American Balanced 529-F-2
Price$36.81
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
CONWX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 251B vs. CONWX (40.5M). FBAFX pays higher dividends than CONWX: FBAFX (2.06) vs CONWX (1.42). 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 : 5.91 vs. CONWX (-0.76).
| 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 | 4.221 | 8.011 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.5M | 251B | 0% |
| Annual Yield % from dividends | 1.42 | 2.06 | 69% |
| Returns for 1 year | -0.76 | 5.91 | -13% |
| Returns for 3 years | 6.45 | 37.31 | 17% |
| Returns for 5 years | 25.22 | N/A | - |
| Returns for 10 years | 27.81 | N/A | - |
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