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ARCHX vs CLBCX
ARCHX vs CLBCX Comparison
Open Charts ARCHX vs CLBCX
Archer Balanced
Price$18.43
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets54.93M
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
ARCHX vs CLBCX Comparison Chart in %
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ARCHX vs. CLBCX 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. ARCHX (54.9M). ARCHX pays higher dividends than CLBCX: ARCHX (1.34) vs CLBCX (1.13). ARCHX was incepted earlier than CLBCX: ARCHX (20 years) vs CLBCX (23 years). CLBCX (1.35) and ARCHX (1.31) have similar cost to investors . CLBCX is a more actively managed with annual turnover of: 44.00 vs. ARCHX (11.69). CLBCX has a lower initial minimum investment than ARCHX: CLBCX (250) vs ARCHX (2500). ARCHX annual gain was more profitable for investors over the last year : 7.53 vs. CLBCX (7.04). ARCHX return over 5 years is better than : 51.34 vs. CLBCX (37.95).
| ARCHX | CLBCX | ARCHX / CLBCX | |
| Total Expense Ratio | 1.21 | 1.35 | 90% |
| Annual Report Gross Expense Ratio | 1.31 | 1.35 | 97% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 5.866 | 7.660 | 77% |
| 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 | 1.13 | 118% |
| Returns for 1 year | 7.53 | 7.04 | 107% |
| Returns for 3 years | 29.94 | 33.08 | 91% |
| Returns for 5 years | 51.34 | 37.95 | 135% |
| Returns for 10 years | 78.40 | 64.69 | 121% |