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CONWX vs RLEFX
CONWX vs RLEFX Comparison
Open Charts CONWX vs RLEFX
Concorde Wealth Management
Price$18.79
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets40.66M
American Funds American Balanced R5E
Price$37.72
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
CONWX vs RLEFX Comparison Chart in %
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CONWX vs. RLEFX commentary
Aug 29, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 255B vs. CONWX (40.7M). RLEFX pays higher dividends than CONWX: RLEFX (2.00) vs CONWX (1.41). CONWX was incepted earlier than RLEFX: CONWX (38 years) vs RLEFX (10 years). CONWX (1.62) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. CONWX (30.00). 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 : 8.29 vs. CONWX (-0.79). RLEFX return over 5 years is better than : 38.54 vs. CONWX (21.22).
| CONWX | RLEFX | CONWX / RLEFX | |
| Total Expense Ratio | 1.62 | 0.39 | 415% |
| Annual Report Gross Expense Ratio | 1.62 | 0.39 | 415% |
| Fund Existence | 38 years | 10 years | - |
| Gain YTD | 5.459 | 10.748 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 255B | 0% |
| Annual Yield % from dividends | 1.41 | 2.00 | 71% |
| Returns for 1 year | -0.79 | 8.29 | -10% |
| Returns for 3 years | 3.36 | 36.30 | 9% |
| Returns for 5 years | 21.22 | 38.54 | 55% |
| Returns for 10 years | 41.07 | N/A | - |
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