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CONWX vs FBAFX
CONWX vs FBAFX Comparison
Open Charts CONWX vs FBAFX
Concorde Wealth Management
Price$19.56
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets42.16M
American Funds American Balanced 529-F-2
Price$38.82
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
CONWX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. CONWX (42.2M). FBAFX pays higher dividends than CONWX: FBAFX (1.94) vs CONWX (1.35). 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 : 9.27 vs. CONWX (-0.89). FBAFX return over 5 years is better than : 42.37 vs. CONWX (26.12).
| 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 | 10.523 | 14.295 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.2M | 263B | 0% |
| Annual Yield % from dividends | 1.35 | 1.94 | 70% |
| Returns for 1 year | -0.89 | 9.27 | -10% |
| Returns for 3 years | 4.43 | 42.83 | 10% |
| Returns for 5 years | 26.12 | 42.37 | 62% |
| Returns for 10 years | 45.31 | N/A | - |
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