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ARCHX vs CLBCX
ARCHX vs CLBCX Comparison
Open Charts ARCHX vs CLBCX
Archer Balanced
Price$17.26
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets50.72M
American Funds American Balanced 529C
Price$34.35
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
ARCHX vs CLBCX Comparison Chart
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ARCHX vs. CLBCX 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 234B vs. ARCHX (50.7M). 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 : 2.68 vs. ARCHX (1.03). ARCHX return over 5 years is better than : 58.46 vs. CLBCX (44.86).
| 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 | -1.661 | -0.052 | 3,207% |
| Front Load | N/A | N/A | - |
| 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 | 1.22 | 108% |
| Returns for 1 year | 1.03 | 2.68 | 38% |
| Returns for 3 years | 10.19 | 10.76 | 95% |
| Returns for 5 years | 58.46 | 44.86 | 130% |
| Returns for 10 years | 66.30 | 52.25 | 127% |
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