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ARCHX vs CLBAX
ARCHX vs CLBAX Comparison
Open Charts ARCHX vs CLBAX
Archer Balanced
Price$18.72
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets55.34M
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
ARCHX vs CLBAX Comparison Chart in %
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ARCHX vs. CLBAX commentary
Aug 18, 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 CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. ARCHX (55.3M). CLBAX pays higher dividends than ARCHX: CLBAX (1.82) vs ARCHX (1.32). ARCHX was incepted earlier than CLBAX: ARCHX (20 years) vs CLBAX (24 years). ARCHX (1.31) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. ARCHX (11.69). CLBAX has a lower initial minimum investment than ARCHX: CLBAX (250) vs ARCHX (2500). CLBAX annual gain was more profitable for investors over the last year : 7.96 vs. ARCHX (7.37). ARCHX return over 5 years is better than : 45.41 vs. CLBAX (39.83).
| ARCHX | CLBAX | ARCHX / CLBAX | |
| Total Expense Ratio | 1.21 | 0.58 | 209% |
| Annual Report Gross Expense Ratio | 1.31 | 0.58 | 226% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 7.532 | 9.747 | 77% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.3M | 256B | 0% |
| Annual Yield % from dividends | 1.32 | 1.82 | 73% |
| Returns for 1 year | 7.37 | 7.96 | 93% |
| Returns for 3 years | 22.91 | 30.56 | 75% |
| Returns for 5 years | 45.41 | 39.83 | 114% |
| Returns for 10 years | 81.36 | 78.78 | 103% |
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