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ARCHX vs CLBAX
ARCHX vs CLBAX Comparison
Open Charts ARCHX vs CLBAX
Archer Balanced
Price$17.86
Change-$0.15 (-0.83%)
VolumeN/A
Net Assets53.09M
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
ARCHX vs CLBAX Comparison Chart
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ARCHX vs. CLBAX commentary
Feb 23, 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 StrongBuy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 245B vs. ARCHX (53.1M). CLBAX pays higher dividends than ARCHX: CLBAX (2.23) vs ARCHX (1.22). ARCHX was incepted earlier than CLBAX: ARCHX (19 years) vs CLBAX (23 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. ARCHX (1.79). CLBAX has a lower initial minimum investment than ARCHX: CLBAX (250) vs ARCHX (2500). CLBAX annual gain was more profitable for investors over the last year : 11.84 vs. ARCHX (9.36). ARCHX return over 5 years is better than : 35.31 vs. CLBAX (33.38).
| ARCHX | CLBAX | ARCHX / CLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 3.079 | 4.174 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1M | 245B | 0% |
| Annual Yield % from dividends | 1.22 | 2.23 | 55% |
| Returns for 1 year | 9.36 | 11.84 | 79% |
| Returns for 3 years | 18.86 | 19.77 | 95% |
| Returns for 5 years | 35.31 | 33.38 | 106% |
| Returns for 10 years | 72.87 | 68.22 | 107% |