Ad is loading...
CONWX vs FBONX
CONWX vs FBONX Comparison
Open Charts CONWX vs FBONX
Concorde Wealth Management
Price$17.71
Change+$0.82 (+4.85%)
VolumeN/A
Net Assets37.43M
American Funds American Balanced 529-F-3
Price$32.76
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
CONWX vs FBONX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 229B vs. CONWX (37.4M). FBONX pays higher dividends than CONWX: FBONX (2.26) vs CONWX (1.42). CONWX was incepted earlier than FBONX: CONWX (37 years) vs FBONX (4 years). CONWX (1.62) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. CONWX (30.00). FBONX has a lower initial minimum investment than CONWX: FBONX (250) vs CONWX (500). FBONX annual gain was more profitable for investors over the last year : -3.30 vs. CONWX (-6.53).
| CONWX | FBONX | CONWX / FBONX | |
| Total Expense Ratio | 1.62 | 0.30 | 540% |
| Annual Report Gross Expense Ratio | 1.62 | 0.30 | 540% |
| Fund Existence | 37 years | 4 years | - |
| Gain YTD | -4.952 | -6.897 | 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 | 2.26 | 63% |
| Returns for 1 year | -6.53 | -3.30 | 198% |
| Returns for 3 years | -10.92 | 7.03 | -155% |
| Returns for 5 years | 25.05 | N/A | - |
| Returns for 10 years | 13.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...