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BALCX vs OSTVX
BALCX vs OSTVX Comparison
Open Charts BALCX vs OSTVX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Osterweis Growth & Income Fund
Price$17.19
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets181.45M
BALCX vs OSTVX Comparison Chart in %
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BALCX vs. OSTVX commentary
Aug 17, 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: 256B vs. OSTVX (181M). OSTVX pays higher dividends than BALCX: OSTVX (2.12) vs BALCX (1.18). 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 : 7.16 vs. OSTVX (1.40). BALCX return over 5 years is better than : 33.87 vs. OSTVX (19.74).
| 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 | 9.274 | 6.457 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 181M | 141,436% |
| Annual Yield % from dividends | 1.18 | 2.12 | 56% |
| Returns for 1 year | 7.16 | 1.40 | 510% |
| Returns for 3 years | 27.12 | 6.90 | 393% |
| Returns for 5 years | 33.87 | 19.74 | 172% |
| Returns for 10 years | 59.19 | 43.76 | 135% |