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BALCX vs OSTVX
BALCX vs OSTVX Comparison
Open Charts BALCX vs OSTVX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Osterweis Growth & Income Fund
Price$17.41
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets184.64M
BALCX vs OSTVX Comparison Chart in %
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BALCX vs. OSTVX commentary
Sep 06, 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 BALCX is a Buy and OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 258B vs. OSTVX (185M). OSTVX pays higher dividends than BALCX: OSTVX (2.10) vs BALCX (1.16). BALCX was incepted earlier than OSTVX: BALCX (24 years) vs OSTVX (15 years). BALCX (1.31) is less costly to investors than OSTVX (0.91). BALCX (44.00) and OSTVX (44.00) have comparable annual turnover. BALCX has a lower initial minimum investment than OSTVX: BALCX (250) vs OSTVX (5000). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. OSTVX (2.17). BALCX return over 5 years is better than : 35.50 vs. OSTVX (20.69).
| BALCX | OSTVX | BALCX / OSTVX | |
| Total Expense Ratio | 1.31 | 0.91 | 144% |
| Annual Report Gross Expense Ratio | 1.31 | 0.91 | 144% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 10.835 | 7.572 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 185M | 139,459% |
| Annual Yield % from dividends | 1.16 | 2.10 | 56% |
| Returns for 1 year | 9.12 | 2.17 | 420% |
| Returns for 3 years | 37.20 | 16.01 | 232% |
| Returns for 5 years | 35.50 | 20.69 | 172% |
| Returns for 10 years | 67.85 | 50.39 | 135% |
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