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ARCHX vs CLBFX
ARCHX vs CLBFX Comparison
Open Charts ARCHX vs CLBFX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
ARCHX vs CLBFX Comparison Chart in %
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ARCHX vs. CLBFX commentary
Nov 20, 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 Hold and CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. ARCHX (55.9M). CLBFX pays higher dividends than ARCHX: CLBFX (1.86) vs ARCHX (1.27). ARCHX was incepted earlier than CLBFX: ARCHX (20 years) vs CLBFX (23 years). ARCHX (1.31) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. ARCHX (11.69). CLBFX has a lower initial minimum investment than ARCHX: CLBFX (250) vs ARCHX (2500). CLBFX (9.14) and ARCHX (9.11) have marching annual gain over last year. ARCHX return over 5 years is better than : 45.33 vs. CLBFX (41.70).
| ARCHX | CLBFX | ARCHX / CLBFX | |
| Total Expense Ratio | 1.21 | 0.67 | 181% |
| Annual Report Gross Expense Ratio | 1.31 | 0.67 | 196% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 11.923 | 14.206 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.9M | 263B | 0% |
| Annual Yield % from dividends | 1.27 | 1.86 | 68% |
| Returns for 1 year | 9.11 | 9.14 | 100% |
| Returns for 3 years | 34.60 | 42.41 | 82% |
| Returns for 5 years | 45.33 | 41.70 | 109% |
| Returns for 10 years | 93.81 | 86.89 | 108% |
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