CONWX
Price
$18.37
Change
-$0.12 (-0.65%)
Updated
Aug 7 closing price
Net Assets
40.37M
RLEFX
Price
$37.02
Change
-$0.01 (-0.03%)
Updated
Aug 7 closing price
Net Assets
253.12B
Interact to see
Advertisement

CONWX vs RLEFX

Header iconCONWX vs RLEFX Comparison
Open Charts CONWX vs RLEFXBanner chart's image
Concorde Wealth Management
Price$18.37
Change-$0.12 (-0.65%)
VolumeN/A
Net Assets40.37M
American Funds American Balanced R5E
Price$37.02
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
CONWX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CONWX vs. RLEFX commentary
Aug 08, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 253B vs. CONWX (40.4M). 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 : 11.61 vs. CONWX (1.27). RLEFX return over 5 years is better than : 37.74 vs. CONWX (21.46).
CONWXRLEFXCONWX / RLEFX
Total Expense Ratio1.620.39415%
Annual Report Gross Expense Ratio1.620.39415%
Fund Existence38 years10 years-
Gain YTD4.0528.69347%
Front LoadN/AN/A-
Min. Initial Investment500250200%
Min. Initial Investment IRAN/AN/A-
Net Assets40.4M253B0%
Annual Yield % from dividends1.412.0071%
Returns for 1 year1.2711.6111%
Returns for 3 years2.3131.577%
Returns for 5 years21.4637.7457%
Returns for 10 years32.09N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ENPH31.791.68
+5.58%
Enphase Energy
TOI4.160.20
+5.05%
Oncology Institute (The)
JVA4.300.13
+3.12%
Coffee Holding Co
VCTR67.12-2.12
-3.06%
Victory Capital Holdings
DNTH19.15-1.24
-6.08%
Dianthus Therapeutics