Ad is loading...
ARCHX vs BALCX
ARCHX vs BALCX Comparison
Open Charts ARCHX vs BALCX
Archer Balanced
Price$16.17
Change-$0.60 (-3.58%)
VolumeN/A
Net Assets49.35M
American Funds American Balanced C
Price$32.00
Change-$1.21 (-3.64%)
VolumeN/A
Net Assets229B
ARCHX vs BALCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ARCHX vs. BALCX commentary
Apr 05, 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: 229B vs. ARCHX (49.4M). 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). ARCHX annual gain was more profitable for investors over the last year : 2.10 vs. BALCX (0.58). ARCHX return over 5 years is better than : 60.50 vs. BALCX (41.73).
| 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 | -1.261 | -2.337 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.4M | 229B | 0% |
| Annual Yield % from dividends | 1.32 | 1.28 | 103% |
| Returns for 1 year | 2.10 | 0.58 | 360% |
| Returns for 3 years | 10.37 | 7.28 | 142% |
| Returns for 5 years | 60.50 | 41.73 | 145% |
| Returns for 10 years | 66.42 | 41.88 | 159% |
View a ticker or compare two or three
VS
VS
Ad is loading...