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ARCHX vs BALCX
ARCHX vs BALCX Comparison
Open Charts ARCHX vs BALCX
Archer Balanced
Price$19.42
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets56.52M
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
ARCHX vs BALCX Comparison Chart in %
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ARCHX vs. BALCX commentary
Oct 09, 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 BALCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. ARCHX (56.5M). ARCHX pays higher dividends than BALCX: ARCHX (1.30) vs BALCX (1.12). ARCHX was incepted earlier than BALCX: ARCHX (20 years) vs BALCX (25 years). ARCHX (1.31) and BALCX (1.31) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 44.00 vs. ARCHX (11.69). BALCX has a lower initial minimum investment than ARCHX: BALCX (250) vs ARCHX (2500). ARCHX (9.16) and BALCX (9.16) have marching annual gain over last year. ARCHX return over 5 years is better than : 49.13 vs. BALCX (38.15).
| ARCHX | BALCX | ARCHX / BALCX | |
| Total Expense Ratio | 1.21 | 1.31 | 92% |
| Annual Report Gross Expense Ratio | 1.31 | 1.31 | 100% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 12.096 | 13.806 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.5M | 266B | 0% |
| Annual Yield % from dividends | 1.30 | 1.12 | 116% |
| Returns for 1 year | 9.16 | 9.16 | 100% |
| Returns for 3 years | 45.04 | 48.04 | 94% |
| Returns for 5 years | 49.13 | 38.15 | 129% |
| Returns for 10 years | 94.11 | 68.87 | 137% |