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CONWX vs RLEFX
CONWX vs RLEFX Comparison
Open Charts CONWX vs RLEFX
Concorde Wealth Management
Price$20.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CONWX vs RLEFX Comparison Chart
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CONWX vs. RLEFX commentary
Nov 22, 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 237B vs. CONWX (41.9M). 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 : 21.00 vs. CONWX (19.59). RLEFX return over 5 years is better than : 37.39 vs. CONWX (33.85).
| 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 | 16.918 | 15.097 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9M | 237B | 0% |
| Annual Yield % from dividends | 2.04 | 2.42 | 84% |
| Returns for 1 year | 19.59 | 21.00 | 93% |
| Returns for 3 years | 4.60 | 12.54 | 37% |
| Returns for 5 years | 33.85 | 37.39 | 91% |
| Returns for 10 years | 27.13 | N/A | - |