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CONWX vs FBAFX
CONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFX
Concorde Wealth Management
Price$17.71
Change+$0.82 (+4.85%)
VolumeN/A
Net Assets37.43M
American Funds American Balanced 529-F-2
Price$32.76
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
CONWX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 229B vs. CONWX (37.4M). FBAFX pays higher dividends than CONWX: FBAFX (2.22) vs CONWX (1.42). CONWX was incepted earlier than FBAFX: CONWX (37 years) vs FBAFX (4 years). CONWX (1.62) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 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 : -3.34 vs. CONWX (-6.53).
| CONWX | FBAFX | CONWX / FBAFX | |
| Total Expense Ratio | 1.62 | 0.33 | 491% |
| Annual Report Gross Expense Ratio | 1.62 | 0.33 | 491% |
| Fund Existence | 37 years | 4 years | - |
| Gain YTD | -4.952 | -6.878 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.4M | 229B | 0% |
| Annual Yield % from dividends | 1.42 | 2.22 | 64% |
| Returns for 1 year | -6.53 | -3.34 | 196% |
| Returns for 3 years | -10.92 | 6.95 | -157% |
| Returns for 5 years | 25.05 | N/A | - |
| Returns for 10 years | 13.80 | N/A | - |
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