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ARCHX vs CLBCX
ARCHX vs CLBCX Comparison
Open Charts ARCHX vs CLBCX
Archer Balanced
Price$18.48
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets55.04M
American Funds American Balanced 529C
Price$37.00
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
ARCHX vs CLBCX Comparison Chart in %
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ARCHX vs. CLBCX commentary
Aug 08, 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 253B vs. ARCHX (55M). ARCHX pays higher dividends than CLBCX: ARCHX (1.32) vs CLBCX (1.12). ARCHX was incepted earlier than CLBCX: ARCHX (20 years) vs CLBCX (23 years). CLBCX (1.35) and ARCHX (1.31) have similar cost to investors . CLBCX is a more actively managed with annual turnover of: 44.00 vs. ARCHX (11.69). CLBCX has a lower initial minimum investment than ARCHX: CLBCX (250) vs ARCHX (2500). CLBCX (10.56) and ARCHX (10.41) have marching annual gain over last year. ARCHX return over 5 years is better than : 44.92 vs. CLBCX (33.28).
| ARCHX | CLBCX | ARCHX / CLBCX | |
| Total Expense Ratio | 1.21 | 1.35 | 90% |
| Annual Report Gross Expense Ratio | 1.31 | 1.35 | 97% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 6.383 | 8.069 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55M | 253B | 0% |
| Annual Yield % from dividends | 1.32 | 1.12 | 118% |
| Returns for 1 year | 10.41 | 10.56 | 99% |
| Returns for 3 years | 24.99 | 28.96 | 86% |
| Returns for 5 years | 44.92 | 33.28 | 135% |
| Returns for 10 years | 79.42 | 63.25 | 126% |
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