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CONWX vs FBAFX
CONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFX
Concorde Wealth Management
Price$18.47
Change+$0.18 (+0.98%)
VolumeN/A
Net Assets41.2M
American Funds American Balanced 529-F-2
Price$34.92
Change-$0.33 (-0.94%)
VolumeN/A
Net Assets241.5B
CONWX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 242B vs. CONWX (41.2M). 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 : 9.03 vs. CONWX (6.57).
| 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 | 3.939 | 2.680 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.2M | 242B | 0% |
| Annual Yield % from dividends | 2.04 | 2.47 | 83% |
| Returns for 1 year | 6.57 | 9.03 | 73% |
| Returns for 3 years | 0.53 | 19.12 | 3% |
| Returns for 5 years | 27.49 | N/A | - |
| Returns for 10 years | 26.02 | N/A | - |
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