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BALCX vs OSTVX
BALCX vs OSTVX Comparison
Open Charts BALCX vs OSTVX
American Funds American Balanced C
Price$39.09
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets268.39B
Osterweis Growth & Income Fund
Price$17.51
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets186M
BALCX vs OSTVX Comparison Chart in %
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BALCX vs. OSTVX commentary
Oct 27, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 268B vs. OSTVX (186M). OSTVX pays higher dividends than BALCX: OSTVX (2.07) vs BALCX (1.12). BALCX was incepted earlier than OSTVX: BALCX (25 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 : 10.15 vs. OSTVX (2.34). BALCX return over 5 years is better than : 40.01 vs. OSTVX (18.46).
| BALCX | OSTVX | BALCX / OSTVX | |
| Total Expense Ratio | 1.31 | 0.91 | 144% |
| Annual Report Gross Expense Ratio | 1.31 | 0.91 | 144% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 15.221 | 9.002 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 186M | 144,086% |
| Annual Yield % from dividends | 1.12 | 2.07 | 54% |
| Returns for 1 year | 10.15 | 2.34 | 433% |
| Returns for 3 years | 45.89 | 20.97 | 219% |
| Returns for 5 years | 40.01 | 18.46 | 217% |
| Returns for 10 years | 67.11 | 56.50 | 119% |
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