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ARCHX vs BALCX
ARCHX vs BALCX Comparison
Open Charts ARCHX vs BALCX
Archer Balanced
Price$16.97
Change+$0.19 (+1.13%)
VolumeN/A
Net Assets49.25M
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
ARCHX vs BALCX Comparison Chart
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ARCHX vs. BALCX commentary
Apr 25, 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: 227B vs. ARCHX (49.3M). ARCHX (1.32) and BALCX (1.28) have matching dividends . ARCHX was incepted earlier than BALCX: ARCHX (20 years) vs BALCX (24 years). BALCX (1.32) and ARCHX (1.31) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 171.00 vs. ARCHX (11.69). BALCX has a lower initial minimum investment than ARCHX: BALCX (250) vs ARCHX (2500). BALCX annual gain was more profitable for investors over the last year : 3.38 vs. ARCHX (1.63). ARCHX return over 5 years is better than : 45.01 vs. BALCX (31.61).
| ARCHX | BALCX | ARCHX / BALCX | |
| Total Expense Ratio | 1.21 | 1.32 | 92% |
| Annual Report Gross Expense Ratio | 1.31 | 1.32 | 99% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -4.006 | -1.749 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.3M | 227B | 0% |
| Annual Yield % from dividends | 1.32 | 1.28 | 103% |
| Returns for 1 year | 1.63 | 3.38 | 48% |
| Returns for 3 years | 11.20 | 12.46 | 90% |
| Returns for 5 years | 45.01 | 31.61 | 142% |
| Returns for 10 years | 60.18 | 41.14 | 146% |
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