Archer Balanced Fund (ARCHX) Alternatives
Archer Balanced Fund (ARCHX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ARCHX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ARCHX
ARCHX charges 1.20% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ARCHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | ARCHX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | ARCHX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | ARCHX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | ARCHX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | ARCHX vs FYMIX |
Best Risk-Adjusted Alternatives to ARCHX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | ARCHX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | ARCHX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | ARCHX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | ARCHX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | ARCHX vs PMAIX |
Top Performing ARCHX Alternatives (YTD)
ARCHX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | ARCHX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | ARCHX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | ARCHX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | ARCHX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | ARCHX vs CONWX |
Lowest Volatility Alternatives to ARCHX
ARCHX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | ARCHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | ARCHX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | ARCHX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | ARCHX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | ARCHX vs SICIX |
Lowest Drawdown Alternatives to ARCHX
ARCHX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | ARCHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | ARCHX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | ARCHX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | ARCHX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | ARCHX vs SICIX |
Other Mutual Funds from Archer
Most popular Archer mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Archer Dividend Growth Fund | Large Cap Value Equities | 72 | 6.03% | Sep 1, 2016 | ARCHX vs ARDGX | |
| Archer Focus Fund | Large Cap Blend Equities | 6 | -4.49% | Dec 31, 2019 | ARCHX vs AFOCX | |
| Archer Multi Cap Fund | Large Cap Blend Equities | 72 | 1.59% | Dec 31, 2019 | ARCHX vs ALSMX | |
| Archer Stock Fund | Large Cap Blend Equities | 35 | -6.33% | Mar 11, 2011 | ARCHX vs ARSKX | |
| Archer Income Fund | Intermediate Core-Plus Bond | 87 | -0.43% | Mar 11, 2011 | ARCHX vs ARINX |
Often Compared With ARCHX
What investors most often compare with ARCHX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | ARCHX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | ARCHX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | ARCHX vs WWWEX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | ARCHX vs MAANX |
Compare ARCHX with Any Fund or Stock
Compare ARCHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.