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ARCHX vs CLBAX
ARCHX vs CLBAX Comparison
Open Charts ARCHX vs CLBAX
Archer Balanced
Price$18.18
Change-$0.05 (-0.27%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529A
Price$36.60
Change-$0.22 (-0.60%)
VolumeN/A
CapitalizationN/A
ARCHX vs CLBAX Comparison Chart
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ARCHX vs. CLBAX commentary
Nov 13, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. ARCHX (51.2M). 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 : 24.74 vs. ARCHX (21.27). CLBAX (40.35) and ARCHX (38.48) have equivalent 5 years return.
| 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 | 12.638 | 15.741 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.2M | 241B | 0% |
| Annual Yield % from dividends | 1.22 | 2.23 | 55% |
| Returns for 1 year | 21.27 | 24.74 | 86% |
| Returns for 3 years | 12.14 | 13.53 | 90% |
| Returns for 5 years | 38.48 | 40.35 | 95% |
| Returns for 10 years | 81.97 | 66.18 | 124% |
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