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CONWX vs FBAFX
CONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFX
Concorde Wealth Management
Price$20.16
Change+$0.04 (+0.20%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-2
Price$36.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CONWX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
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 : 26.01 vs. CONWX (21.06).
| 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 | 16.570 | 16.590 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | N/A | - |
| Annual Yield % from dividends | 2.04 | 2.47 | 83% |
| Returns for 1 year | 21.06 | 26.01 | 81% |
| Returns for 3 years | 3.41 | 15.04 | 23% |
| Returns for 5 years | 34.04 | N/A | - |
| Returns for 10 years | 29.36 | N/A | - |
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