Ad is loading...
CONWX vs RLEFX
CONWX vs RLEFX Comparison
Open Charts CONWX vs RLEFX
Concorde Wealth Management
Price$18.31
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets40.86M
American Funds American Balanced R5E
Price$35.37
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
CONWX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CONWX vs. RLEFX commentary
Jan 31, 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: 241B vs. CONWX (40.9M). 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 : 12.30 vs. CONWX (7.70). RLEFX return over 5 years is better than : 34.94 vs. CONWX (20.28).
| 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 | 2.532 | 3.120 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.9M | 241B | 0% |
| Annual Yield % from dividends | 2.04 | 2.42 | 84% |
| Returns for 1 year | 7.70 | 12.30 | 63% |
| Returns for 3 years | -1.09 | 15.20 | -7% |
| Returns for 5 years | 20.28 | 34.94 | 58% |
| Returns for 10 years | 30.24 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...