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CONWX vs RLBGX
CONWX vs RLBGX Comparison
Open Charts CONWX vs RLBGX
Concorde Wealth Management
Price$20.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.45
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CONWX vs RLBGX Comparison Chart
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CONWX vs. RLBGX commentary
Nov 22, 2024
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 StrongBuy and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 237B vs. CONWX (41.9M). RLBGX pays higher dividends than CONWX: RLBGX (2.55) vs CONWX (2.04). CONWX was incepted earlier than RLBGX: CONWX (37 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. CONWX (28.00). 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 : 21.19 vs. CONWX (19.59). RLBGX return over 5 years is better than : 38.23 vs. CONWX (33.85).
| CONWX | RLBGX | CONWX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 16 years | - |
| Gain YTD | 16.918 | 15.271 | 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 | 2.55 | 80% |
| Returns for 1 year | 19.59 | 21.19 | 92% |
| Returns for 3 years | 4.60 | 12.92 | 36% |
| Returns for 5 years | 33.85 | 38.23 | 89% |
| Returns for 10 years | 27.13 | 53.73 | 50% |
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