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CONWX vs RLEFX
CONWX vs RLEFX Comparison
Open Charts CONWX vs RLEFX
Concorde Wealth Management
Price$18.27
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets39.94M
American Funds American Balanced R5E
Price$35.50
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets241.02B
CONWX vs RLEFX Comparison Chart
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CONWX vs. RLEFX commentary
Jun 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 Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. CONWX (39.9M). RLEFX pays higher dividends than CONWX: RLEFX (2.09) vs CONWX (1.44). 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 : 7.25 vs. CONWX (0.55). RLEFX return over 5 years is better than : 35.97 vs. CONWX (24.37).
| 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 | 2.251 | 3.489 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9M | 241B | 0% |
| Annual Yield % from dividends | 1.44 | 2.09 | 69% |
| Returns for 1 year | 0.55 | 7.25 | 8% |
| Returns for 3 years | -2.93 | 22.11 | -13% |
| Returns for 5 years | 24.37 | 35.97 | 68% |
| Returns for 10 years | 24.84 | N/A | - |
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