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CONWX vs RLBGX
CONWX vs RLBGX Comparison
Open Charts CONWX vs RLBGX
Concorde Wealth Management
Price$18.37
Change-$0.12 (-0.65%)
VolumeN/A
Net Assets40.37M
American Funds American Balanced R6
Price$37.08
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
CONWX vs RLBGX Comparison Chart in %
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CONWX vs. RLBGX commentary
Aug 08, 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 Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 253B vs. CONWX (40.4M). RLBGX pays higher dividends than CONWX: RLBGX (2.13) vs CONWX (1.41). CONWX was incepted earlier than RLBGX: CONWX (38 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: 44.00 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 : 11.78 vs. CONWX (1.27). RLBGX return over 5 years is better than : 38.61 vs. CONWX (21.46).
| CONWX | RLBGX | CONWX / RLBGX | |
| Total Expense Ratio | 1.62 | 0.25 | 648% |
| Annual Report Gross Expense Ratio | 1.62 | 0.25 | 648% |
| Fund Existence | 38 years | 16 years | - |
| Gain YTD | 4.052 | 8.787 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4M | 253B | 0% |
| Annual Yield % from dividends | 1.41 | 2.13 | 66% |
| Returns for 1 year | 1.27 | 11.78 | 11% |
| Returns for 3 years | 2.31 | 32.10 | 7% |
| Returns for 5 years | 21.46 | 38.61 | 56% |
| Returns for 10 years | 32.09 | 67.05 | 48% |
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