Interact to see
Advertisement
Advertisement
CONWX vs RLBGX
CONWX vs RLBGX Comparison
Open Charts CONWX vs RLBGX
Concorde Wealth Management
Price$18.33
Change-$0.19 (-1.03%)
VolumeN/A
Net Assets40.52M
American Funds American Balanced R6
Price$36.76
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets252.32B
CONWX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CONWX vs. RLBGX commentary
Jul 17, 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: 252B vs. CONWX (40.5M). RLBGX pays higher dividends than CONWX: RLBGX (2.15) vs CONWX (1.42). 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 : 6.37 vs. CONWX (-0.76). RLBGX return over 5 years is better than : 40.60 vs. CONWX (25.22).
| 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 | 4.221 | 7.849 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.5M | 252B | 0% |
| Annual Yield % from dividends | 1.42 | 2.15 | 66% |
| Returns for 1 year | -0.76 | 6.37 | -12% |
| Returns for 3 years | 6.45 | 36.17 | 18% |
| Returns for 5 years | 25.22 | 40.60 | 62% |
| Returns for 10 years | 27.81 | 64.95 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement