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ARCHX vs CLBCX
ARCHX vs CLBCX Comparison
Open Charts ARCHX vs CLBCX
Archer Balanced
Price$20.38
Change+$0.99 (+5.11%)
VolumeN/A
Net Assets58.36M
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
ARCHX vs CLBCX Comparison Chart in %
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ARCHX vs. CLBCX 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 CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. ARCHX (58.4M). ARCHX pays higher dividends than CLBCX: ARCHX (1.28) vs CLBCX (1.19). ARCHX was incepted earlier than CLBCX: ARCHX (20 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than ARCHX (1.27). CLBCX is a more actively managed with annual turnover of: 44.00 vs. ARCHX (17.55). 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 : 15.03 vs. CLBCX (10.51). ARCHX return over 5 years is better than : 45.25 vs. CLBCX (32.27).
| ARCHX | CLBCX | ARCHX / CLBCX | |
| Total Expense Ratio | 1.21 | 1.35 | 90% |
| Annual Report Gross Expense Ratio | 1.27 | 1.35 | 94% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 4.086 | 2.375 | 172% |
| 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 | 1.19 | 108% |
| Returns for 1 year | 15.03 | 10.51 | 143% |
| Returns for 3 years | 40.70 | 33.67 | 121% |
| Returns for 5 years | 45.25 | 32.27 | 140% |
| Returns for 10 years | 117.44 | 86.26 | 136% |
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