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CONWX vs RLBGX
CONWX vs RLBGX Comparison
Open Charts CONWX vs RLBGX
Concorde Wealth Management
Price$18.47
Change+$0.18 (+0.98%)
VolumeN/A
Net Assets41.2M
American Funds American Balanced R6
Price$34.94
Change-$0.34 (-0.96%)
VolumeN/A
Net Assets241.5B
CONWX vs RLBGX Comparison Chart
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CONWX vs. RLBGX commentary
Mar 04, 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: 242B vs. CONWX (41.2M). 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 : 9.16 vs. CONWX (6.57). RLBGX return over 5 years is better than : 40.55 vs. CONWX (27.49).
| 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 | 3.939 | 2.707 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.2M | 242B | 0% |
| Annual Yield % from dividends | 2.04 | 2.55 | 80% |
| Returns for 1 year | 6.57 | 9.16 | 72% |
| Returns for 3 years | 0.53 | 17.57 | 3% |
| Returns for 5 years | 27.49 | 40.55 | 68% |
| Returns for 10 years | 26.02 | 55.66 | 47% |
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