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ARCHX vs CLBCX
ARCHX vs CLBCX Comparison
Open Charts ARCHX vs CLBCX
Archer Balanced
Price$16.97
Change+$0.19 (+1.13%)
VolumeN/A
Net Assets49.25M
American Funds American Balanced 529C
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
ARCHX vs CLBCX Comparison Chart
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ARCHX vs. CLBCX 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 227B vs. ARCHX (49.3M). ARCHX pays higher dividends than CLBCX: ARCHX (1.32) vs CLBCX (1.22). ARCHX was incepted earlier than CLBCX: ARCHX (20 years) vs CLBCX (23 years). CLBCX (1.37) and ARCHX (1.31) have similar cost to investors . CLBCX is a more actively managed with annual turnover of: 171.00 vs. ARCHX (11.69). CLBCX has a lower initial minimum investment than ARCHX: CLBCX (250) vs ARCHX (2500). CLBCX annual gain was more profitable for investors over the last year : 3.40 vs. ARCHX (1.63). ARCHX return over 5 years is better than : 45.01 vs. CLBCX (32.42).
| ARCHX | CLBCX | ARCHX / CLBCX | |
| Total Expense Ratio | 1.21 | 1.37 | 88% |
| Annual Report Gross Expense Ratio | 1.31 | 1.37 | 96% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -4.006 | -1.773 | 226% |
| 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 | 1.22 | 108% |
| Returns for 1 year | 1.63 | 3.40 | 48% |
| Returns for 3 years | 11.20 | 13.04 | 86% |
| Returns for 5 years | 45.01 | 32.42 | 139% |
| Returns for 10 years | 60.18 | 47.25 | 127% |