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ARCHX vs BALCX
ARCHX vs BALCX Comparison
Open Charts ARCHX vs BALCX
Archer Balanced
Price$18.09
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets53.67M
American Funds American Balanced C
Price$35.86
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets248.02B
ARCHX vs BALCX Comparison Chart in %
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ARCHX vs. BALCX commentary
Jun 26, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 248B vs. ARCHX (53.7M). ARCHX (1.28) and BALCX (1.24) have matching dividends . ARCHX was incepted earlier than BALCX: ARCHX (20 years) vs BALCX (24 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). BALCX (5.60) and ARCHX (5.40) have marching annual gain over last year. ARCHX return over 5 years is better than : 52.10 vs. BALCX (37.34).
| 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 | 24 years | - |
| Gain YTD | 3.716 | 5.593 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.7M | 248B | 0% |
| Annual Yield % from dividends | 1.28 | 1.24 | 103% |
| Returns for 1 year | 5.40 | 5.60 | 96% |
| Returns for 3 years | 25.83 | 29.12 | 89% |
| Returns for 5 years | 52.10 | 37.34 | 140% |
| Returns for 10 years | 72.92 | 53.89 | 135% |
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