BALCX
Price
$39.09
Change
+$0.26 (+0.67%)
Updated
Oct 24 closing price
Net Assets
268.39B
OSTVX
Price
$17.51
Change
+$0.06 (+0.34%)
Updated
Oct 24 closing price
Net Assets
186M
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BALCX vs OSTVX

Header iconBALCX vs OSTVX Comparison
Open Charts BALCX vs OSTVXBanner chart's image
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.

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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).
BALCXOSTVXBALCX / OSTVX
Total Expense Ratio1.310.91144%
Annual Report Gross Expense Ratio1.310.91144%
Fund Existence25 years15 years-
Gain YTD15.2219.002169%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets268B186M144,086%
Annual Yield % from dividends1.122.0754%
Returns for 1 year10.152.34433%
Returns for 3 years45.8920.97219%
Returns for 5 years40.0118.46217%
Returns for 10 years67.1156.50119%
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