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ARCHX vs CLBFX
ARCHX vs CLBFX Comparison
Open Charts ARCHX vs CLBFX
Archer Balanced
Price$19.42
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets56.52M
American Funds American Balanced 529F
Price$38.80
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
ARCHX vs CLBFX Comparison Chart in %
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ARCHX vs. CLBFX commentary
Oct 09, 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 CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. ARCHX (56.5M). CLBFX pays higher dividends than ARCHX: CLBFX (1.89) vs ARCHX (1.30). 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 annual gain was more profitable for investors over the last year : 10.12 vs. ARCHX (9.16). ARCHX return over 5 years is better than : 49.13 vs. CLBFX (45.45).
| 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 | 12.096 | 14.560 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.5M | 266B | 0% |
| Annual Yield % from dividends | 1.30 | 1.89 | 68% |
| Returns for 1 year | 9.16 | 10.12 | 91% |
| Returns for 3 years | 45.04 | 52.59 | 86% |
| Returns for 5 years | 49.13 | 45.45 | 108% |
| Returns for 10 years | 94.11 | 92.94 | 101% |
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