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ARCHX vs CLBCX
ARCHX vs CLBCX Comparison
Open Charts ARCHX vs CLBCX
Archer Balanced
Price$18.72
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets55.34M
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
ARCHX vs CLBCX Comparison Chart in %
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ARCHX vs. CLBCX 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. ARCHX (55.3M). ARCHX pays higher dividends than CLBCX: ARCHX (1.32) vs CLBCX (1.12). ARCHX was incepted earlier than CLBCX: ARCHX (20 years) vs CLBCX (24 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 (7.37) and CLBCX (7.14) have marching annual gain over last year. ARCHX return over 5 years is better than : 45.41 vs. CLBCX (34.64).
| 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 | 24 years | - |
| Gain YTD | 7.532 | 9.208 | 82% |
| Front Load | N/A | N/A | - |
| 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 | 1.12 | 118% |
| Returns for 1 year | 7.37 | 7.14 | 103% |
| Returns for 3 years | 22.91 | 27.58 | 83% |
| Returns for 5 years | 45.41 | 34.64 | 131% |
| Returns for 10 years | 81.36 | 65.77 | 124% |
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