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CONWX vs FBAFX
CONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFX
Concorde Wealth Management
Price$19.34
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets41.85M
American Funds American Balanced 529-F-2
Price$39.11
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
CONWX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. CONWX (41.9M). FBAFX pays higher dividends than CONWX: FBAFX (1.97) vs CONWX (1.36). 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 : 10.20 vs. CONWX (1.02).
| 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 | 8.948 | 15.149 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9M | 266B | 0% |
| Annual Yield % from dividends | 1.36 | 1.97 | 69% |
| Returns for 1 year | 1.02 | 10.20 | 10% |
| Returns for 3 years | 10.42 | 53.74 | 19% |
| Returns for 5 years | 27.17 | N/A | - |
| Returns for 10 years | 43.14 | N/A | - |
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