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CONWX vs RLEFX
CONWX vs RLEFX Comparison
Open Charts CONWX vs RLEFX
Concorde Wealth Management
Price$18.47
Change+$0.18 (+0.98%)
VolumeN/A
Net Assets41.2M
American Funds American Balanced R5E
Price$34.88
Change-$0.34 (-0.97%)
VolumeN/A
Net Assets241.5B
CONWX vs RLEFX Comparison Chart
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CONWX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. CONWX (41.2M). RLEFX pays higher dividends than CONWX: RLEFX (2.42) vs CONWX (2.04). CONWX was incepted earlier than RLEFX: CONWX (37 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. CONWX (28.00). RLEFX has a lower initial minimum investment than CONWX: RLEFX (250) vs CONWX (500). RLEFX annual gain was more profitable for investors over the last year : 8.98 vs. CONWX (6.57). RLEFX return over 5 years is better than : 39.67 vs. CONWX (27.49).
| CONWX | RLEFX | CONWX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 9 years | - |
| Gain YTD | 3.939 | 2.682 | 147% |
| 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 | 2.42 | 84% |
| Returns for 1 year | 6.57 | 8.98 | 73% |
| Returns for 3 years | 0.53 | 17.18 | 3% |
| Returns for 5 years | 27.49 | 39.67 | 69% |
| Returns for 10 years | 26.02 | N/A | - |
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