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ARCHX vs BALCX
ARCHX vs BALCX Comparison
Open Charts ARCHX vs BALCX
Archer Balanced
Price$18.43
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets54.93M
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
ARCHX vs BALCX Comparison Chart in %
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ARCHX vs. BALCX commentary
Jul 06, 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 ARCHX is a Buy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. ARCHX (54.9M). ARCHX pays higher dividends than BALCX: ARCHX (1.34) vs BALCX (1.19). ARCHX was incepted earlier than BALCX: ARCHX (20 years) vs BALCX (24 years). ARCHX (1.31) and BALCX (1.31) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 44.00 vs. ARCHX (11.69). BALCX has a lower initial minimum investment than ARCHX: BALCX (250) vs ARCHX (2500). ARCHX annual gain was more profitable for investors over the last year : 7.53 vs. BALCX (7.03). ARCHX return over 5 years is better than : 51.34 vs. BALCX (37.14).
| ARCHX | BALCX | ARCHX / BALCX | |
| Total Expense Ratio | 1.21 | 1.31 | 92% |
| Annual Report Gross Expense Ratio | 1.31 | 1.31 | 100% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 5.866 | 7.684 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.9M | 252B | 0% |
| Annual Yield % from dividends | 1.34 | 1.19 | 112% |
| Returns for 1 year | 7.53 | 7.03 | 107% |
| Returns for 3 years | 29.94 | 32.51 | 92% |
| Returns for 5 years | 51.34 | 37.14 | 138% |
| Returns for 10 years | 78.40 | 58.16 | 135% |
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