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CONWX vs FBONX
CONWX vs FBONX Comparison
Open Charts CONWX vs FBONX
Concorde Wealth Management
Price$20.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-3
Price$36.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CONWX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 237B vs. CONWX (41.9M). FBONX pays higher dividends than CONWX: FBONX (2.50) vs CONWX (2.04). CONWX was incepted earlier than FBONX: CONWX (37 years) vs FBONX (4 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. CONWX (28.00). 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 : 21.13 vs. CONWX (19.59).
| CONWX | FBONX | CONWX / FBONX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 4 years | - |
| Gain YTD | 16.918 | 15.231 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9M | 237B | 0% |
| Annual Yield % from dividends | 2.04 | 2.50 | 82% |
| Returns for 1 year | 19.59 | 21.13 | 93% |
| Returns for 3 years | 4.60 | 14.56 | 32% |
| Returns for 5 years | 33.85 | N/A | - |
| Returns for 10 years | 27.13 | N/A | - |
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