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 a closer substitute for your current allocation.
Cheapest Alternatives to ARCHX
ARCHX charges 1.20% annually. There are 466 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | ARCHX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ARCHX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ARCHX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | ARCHX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ARCHX vs VTMFX |
Best Risk-Adjusted Alternatives to ARCHX
ARCHX has a PortfoliosLab risk / return rank of 76. There are 98 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | ARCHX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ARCHX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | ARCHX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | ARCHX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | ARCHX vs AYBLX |
Top Performing ARCHX Alternatives (YTD)
ARCHX is at 5.79% YTD. There are 315 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | ARCHX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | ARCHX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | ARCHX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | ARCHX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | ARCHX vs SMIFX |
Lowest Volatility Alternatives to ARCHX
ARCHX has 8.17% 1-year volatility. There are 221 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | ARCHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | ARCHX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | ARCHX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ARCHX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | ARCHX vs CSTAX |
Lowest Drawdown Alternatives to ARCHX
ARCHX has a 1-year max drawdown of -6.26%. There are 264 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | ARCHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ARCHX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ARCHX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ARCHX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | ARCHX vs FSRKX |
Other Mutual Funds from Archer
The 5 most viewed Archer mutual funds shown here include ARDGX, ARINX, ALSMX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Archer Dividend Growth Fund | Large Cap Value Equities | 82 | 11.13% | — | Sep 2016 | ARCHX vs ARDGX | |
| Archer Income Fund | Intermediate Core-Plus Bond | 49 | 0.53% | — | Mar 2011 | ARCHX vs ARINX | |
| Archer Multi Cap Fund | Large Cap Blend Equities | 86 | 26.78% | — | Dec 2019 | ARCHX vs ALSMX | |
| Archer Focus Fund | Large Cap Blend Equities | 25 | 10.35% | — | Dec 2019 | ARCHX vs AFOCX | |
| Archer Stock Fund | Large Cap Blend Equities | 57 | 9.63% | — | Mar 2011 | ARCHX vs ARSKX |
Often Compared With ARCHX
Investors most often compare ARCHX with BWBIX, BERIX, CONWX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare ARCHX with Any Fund or Stock
Compare ARCHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARCHX with funds that move differently
Archer Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARCHX.
Explore ARCHX Diversifiers