CONWX vs. AMBFX
Compare and contrast key facts about Concorde Wealth Management Fund (CONWX) and American Funds American Balanced Fund® Class F-2 (AMBFX).
CONWX is managed by BlackRock. It was launched on Dec 3, 1987. AMBFX is managed by American Funds. It was launched on Aug 5, 2008.
Performance
CONWX vs. AMBFX - Performance Comparison
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CONWX vs. AMBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CONWX Concorde Wealth Management Fund | 8.18% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 7.17% |
AMBFX American Funds American Balanced Fund® Class F-2 | -2.82% | 18.67% | 15.25% | 13.81% | -11.93% | 16.00% | 11.06% | 19.45% | -2.69% | 14.85% |
Returns By Period
In the year-to-date period, CONWX achieves a 8.18% return, which is significantly higher than AMBFX's -2.82% return. Over the past 10 years, CONWX has underperformed AMBFX with an annualized return of 8.62%, while AMBFX has yielded a comparatively higher 9.33% annualized return.
CONWX
- 1D
- -0.62%
- 1M
- -1.70%
- YTD
- 8.18%
- 6M
- 11.51%
- 1Y
- 17.28%
- 3Y*
- 12.45%
- 5Y*
- 7.53%
- 10Y*
- 8.62%
AMBFX
- 1D
- -0.14%
- 1M
- -6.81%
- YTD
- -2.82%
- 6M
- 0.93%
- 1Y
- 15.54%
- 3Y*
- 13.72%
- 5Y*
- 8.28%
- 10Y*
- 9.33%
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CONWX vs. AMBFX - Expense Ratio Comparison
CONWX has a 1.41% expense ratio, which is higher than AMBFX's 0.35% expense ratio.
Return for Risk
CONWX vs. AMBFX — Risk / Return Rank
CONWX
AMBFX
CONWX vs. AMBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Concorde Wealth Management Fund (CONWX) and American Funds American Balanced Fund® Class F-2 (AMBFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CONWX | AMBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.70 | 1.45 | +0.26 |
Sortino ratioReturn per unit of downside risk | 2.36 | 2.12 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.30 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 2.03 | -0.04 |
Martin ratioReturn relative to average drawdown | 11.30 | 8.67 | +2.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CONWX | AMBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | 1.45 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.80 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.88 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.72 | +0.06 |
Correlation
The correlation between CONWX and AMBFX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CONWX vs. AMBFX - Dividend Comparison
CONWX's dividend yield for the trailing twelve months is around 3.41%, less than AMBFX's 8.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CONWX Concorde Wealth Management Fund | 3.41% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% | 0.00% | 0.00% |
AMBFX American Funds American Balanced Fund® Class F-2 | 8.75% | 8.47% | 7.40% | 2.20% | 2.52% | 4.50% | 4.56% | 4.19% | 6.20% | 4.85% | 4.46% | 5.81% |
Drawdowns
CONWX vs. AMBFX - Drawdown Comparison
The maximum CONWX drawdown since its inception was -26.09%, smaller than the maximum AMBFX drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for CONWX and AMBFX.
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Drawdown Indicators
| CONWX | AMBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.09% | -35.05% | +8.96% |
Max Drawdown (1Y)Largest decline over 1 year | -8.60% | -7.34% | -1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -12.49% | -18.65% | +6.16% |
Max Drawdown (10Y)Largest decline over 10 years | -26.09% | -22.31% | -3.78% |
Current DrawdownCurrent decline from peak | -2.03% | -7.00% | +4.97% |
Average DrawdownAverage peak-to-trough decline | -2.78% | -3.61% | +0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 1.72% | -0.20% |
Volatility
CONWX vs. AMBFX - Volatility Comparison
The current volatility for Concorde Wealth Management Fund (CONWX) is 2.12%, while American Funds American Balanced Fund® Class F-2 (AMBFX) has a volatility of 3.26%. This indicates that CONWX experiences smaller price fluctuations and is considered to be less risky than AMBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CONWX | AMBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.12% | 3.26% | -1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 5.43% | 6.73% | -1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.70% | 11.10% | -0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.26% | 10.42% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.15% | 10.62% | +0.53% |