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CONWX vs RLBGX
CONWX vs RLBGX Comparison
Open Charts CONWX vs RLBGX
Concorde Wealth Management
Price$20.16
Change+$0.04 (+0.20%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.89
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CONWX vs RLBGX Comparison Chart
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CONWX vs. RLBGX commentary
Nov 08, 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 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 : 26.12 vs. CONWX (21.06). RLBGX return over 5 years is better than : 40.83 vs. CONWX (34.04).
| 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 | 16.570 | 16.662 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | N/A | - |
| Annual Yield % from dividends | 2.04 | 2.55 | 80% |
| Returns for 1 year | 21.06 | 26.12 | 81% |
| Returns for 3 years | 3.41 | 13.51 | 25% |
| Returns for 5 years | 34.04 | 40.83 | 83% |
| Returns for 10 years | 29.36 | 57.62 | 51% |
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