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ARCHX vs BALCX
ARCHX vs BALCX Comparison
Open Charts ARCHX vs BALCX
Archer Balanced
Price$20.38
Change+$0.99 (+5.11%)
VolumeN/A
Net Assets58.36M
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
ARCHX vs BALCX Comparison Chart in %
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ARCHX vs. BALCX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. ARCHX (58.4M). ARCHX (1.28) and BALCX (1.25) have matching dividends . ARCHX was incepted earlier than BALCX: ARCHX (20 years) vs BALCX (25 years). BALCX (1.31) and ARCHX (1.27) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 44.00 vs. ARCHX (17.55). 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 : 15.03 vs. BALCX (10.51). ARCHX return over 5 years is better than : 45.25 vs. BALCX (31.49).
| ARCHX | BALCX | ARCHX / BALCX | |
| Total Expense Ratio | 1.21 | 1.31 | 92% |
| Annual Report Gross Expense Ratio | 1.27 | 1.31 | 97% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 4.086 | 2.396 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.4M | 270B | 0% |
| Annual Yield % from dividends | 1.28 | 1.25 | 102% |
| Returns for 1 year | 15.03 | 10.51 | 143% |
| Returns for 3 years | 40.70 | 33.72 | 121% |
| Returns for 5 years | 45.25 | 31.49 | 144% |
| Returns for 10 years | 117.44 | 79.52 | 148% |
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