Interact to see
Advertisement
Advertisement
CONWX vs RLBFX
CONWX vs RLBFX Comparison
Open Charts CONWX vs RLBFX
Concorde Wealth Management
Price$19.56
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets42.16M
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
CONWX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CONWX vs. RLBFX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CONWX is a Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. CONWX (42.2M). RLBFX pays higher dividends than CONWX: RLBFX (1.97) vs CONWX (1.35). CONWX was incepted earlier than RLBFX: CONWX (38 years) vs RLBFX (24 years). CONWX (1.62) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. CONWX (30.00). RLBFX has a lower initial minimum investment than CONWX: RLBFX (250) vs CONWX (500). RLBFX annual gain was more profitable for investors over the last year : 9.32 vs. CONWX (-0.89). RLBFX return over 5 years is better than : 40.53 vs. CONWX (26.12).
| CONWX | RLBFX | CONWX / RLBFX | |
| Total Expense Ratio | 1.62 | 0.29 | 559% |
| Annual Report Gross Expense Ratio | 1.62 | 0.29 | 559% |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | 10.523 | 14.331 | 73% |
| 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 | 1.97 | 69% |
| Returns for 1 year | -0.89 | 9.32 | -10% |
| Returns for 3 years | 4.43 | 42.18 | 11% |
| Returns for 5 years | 26.12 | 40.53 | 64% |
| Returns for 10 years | 45.31 | 74.39 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement