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ARCHX vs CLBAX
ARCHX vs CLBAX Comparison
Open Charts ARCHX vs CLBAX
Archer Balanced
Price$17.26
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets50.72M
American Funds American Balanced 529A
Price$34.29
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
ARCHX vs CLBAX Comparison Chart
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ARCHX vs. CLBAX commentary
Apr 03, 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 CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 234B vs. ARCHX (50.7M). CLBAX pays higher dividends than ARCHX: CLBAX (1.98) vs ARCHX (1.32). ARCHX was incepted earlier than CLBAX: ARCHX (20 years) vs CLBAX (23 years). ARCHX (1.31) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. ARCHX (11.69). 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 : 3.48 vs. ARCHX (1.03). ARCHX return over 5 years is better than : 58.46 vs. CLBAX (50.47).
| ARCHX | CLBAX | ARCHX / CLBAX | |
| Total Expense Ratio | 1.21 | 0.60 | 202% |
| Annual Report Gross Expense Ratio | 1.31 | 0.60 | 218% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -1.661 | 0.165 | -1,007% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.7M | 234B | 0% |
| Annual Yield % from dividends | 1.32 | 1.98 | 67% |
| Returns for 1 year | 1.03 | 3.48 | 30% |
| Returns for 3 years | 10.19 | 13.33 | 76% |
| Returns for 5 years | 58.46 | 50.47 | 116% |
| Returns for 10 years | 66.30 | 64.19 | 103% |
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