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CONWX vs RLBGX
CONWX vs RLBGX Comparison
Open Charts CONWX vs RLBGX
Concorde Wealth Management
Price$18.79
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets40.66M
American Funds American Balanced R6
Price$37.79
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
CONWX vs RLBGX Comparison Chart in %
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CONWX vs. RLBGX commentary
Aug 29, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 255B vs. CONWX (40.7M). 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 : 8.46 vs. CONWX (-0.79). RLBGX return over 5 years is better than : 39.40 vs. CONWX (21.22).
| 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 | 5.459 | 10.870 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 255B | 0% |
| Annual Yield % from dividends | 1.41 | 2.13 | 66% |
| Returns for 1 year | -0.79 | 8.46 | -9% |
| Returns for 3 years | 3.36 | 36.83 | 9% |
| Returns for 5 years | 21.22 | 39.40 | 54% |
| Returns for 10 years | 41.07 | 77.65 | 53% |
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