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CONWX vs RLBGX
CONWX vs RLBGX Comparison
Open Charts CONWX vs RLBGX
Concorde Wealth Management
Price$17.71
Change+$0.82 (+4.85%)
VolumeN/A
Net Assets37.43M
American Funds American Balanced R6
Price$32.78
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
CONWX vs RLBGX Comparison Chart
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CONWX vs. RLBGX commentary
Apr 11, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 229B vs. CONWX (37.4M). RLBGX pays higher dividends than CONWX: RLBGX (2.31) vs CONWX (1.42). CONWX was incepted earlier than RLBGX: CONWX (37 years) vs RLBGX (16 years). CONWX (1.62) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. CONWX (30.00). RLBGX has a lower initial minimum investment than CONWX: RLBGX (250) vs CONWX (500). RLBGX annual gain was more profitable for investors over the last year : -3.25 vs. CONWX (-6.53). RLBGX return over 5 years is better than : 32.03 vs. CONWX (25.05).
| CONWX | RLBGX | CONWX / RLBGX | |
| Total Expense Ratio | 1.62 | 0.25 | 648% |
| Annual Report Gross Expense Ratio | 1.62 | 0.25 | 648% |
| Fund Existence | 37 years | 16 years | - |
| Gain YTD | -4.952 | -6.882 | 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 | 2.31 | 62% |
| Returns for 1 year | -6.53 | -3.25 | 201% |
| Returns for 3 years | -10.92 | 5.85 | -187% |
| Returns for 5 years | 25.05 | 32.03 | 78% |
| Returns for 10 years | 13.80 | 42.65 | 32% |
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