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CONWX vs RLBGX
CONWX vs RLBGX Comparison
Open Charts CONWX vs RLBGX
Concorde Wealth Management
Price$18.31
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets40.86M
American Funds American Balanced R6
Price$35.43
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
CONWX vs RLBGX Comparison Chart
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CONWX vs. RLBGX commentary
Jan 31, 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: 241B vs. CONWX (40.9M). 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 : 12.48 vs. CONWX (7.70). RLBGX return over 5 years is better than : 35.80 vs. CONWX (20.28).
| 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 | 2.532 | 3.144 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.9M | 241B | 0% |
| Annual Yield % from dividends | 2.04 | 2.55 | 80% |
| Returns for 1 year | 7.70 | 12.48 | 62% |
| Returns for 3 years | -1.09 | 15.59 | -7% |
| Returns for 5 years | 20.28 | 35.80 | 57% |
| Returns for 10 years | 30.24 | 60.64 | 50% |
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