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CONWX vs RLEFX
CONWX vs RLEFX Comparison
Open Charts CONWX vs RLEFX
Concorde Wealth Management
Price$18.33
Change-$0.19 (-1.03%)
VolumeN/A
Net Assets40.52M
American Funds American Balanced R5E
Price$36.70
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets252.32B
CONWX vs RLEFX Comparison Chart in %
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CONWX vs. RLEFX commentary
Jul 17, 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: 252B vs. CONWX (40.5M). RLEFX pays higher dividends than CONWX: RLEFX (2.01) vs CONWX (1.42). 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 : 6.19 vs. CONWX (-0.76). RLEFX return over 5 years is better than : 39.72 vs. CONWX (25.22).
| 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 | 4.221 | 7.753 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.5M | 252B | 0% |
| Annual Yield % from dividends | 1.42 | 2.01 | 70% |
| Returns for 1 year | -0.76 | 6.19 | -12% |
| Returns for 3 years | 6.45 | 35.62 | 18% |
| Returns for 5 years | 25.22 | 39.72 | 64% |
| Returns for 10 years | 27.81 | N/A | - |
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