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BALCX vs OSTVX
BALCX vs OSTVX Comparison
Open Charts BALCX vs OSTVX
American Funds American Balanced C
Price$38.64
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
Osterweis Growth & Income Fund
Price$17.49
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets186.13M
BALCX vs OSTVX Comparison Chart in %
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BALCX vs. OSTVX commentary
Oct 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: 266B vs. OSTVX (186M). OSTVX pays higher dividends than BALCX: OSTVX (1.59) 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 : 9.03 vs. OSTVX (1.64). BALCX return over 5 years is better than : 40.62 vs. OSTVX (21.00).
| 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 | 13.894 | 8.315 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 186M | 143,011% |
| Annual Yield % from dividends | 1.12 | 1.59 | 70% |
| Returns for 1 year | 9.03 | 1.64 | 551% |
| Returns for 3 years | 44.26 | 19.52 | 227% |
| Returns for 5 years | 40.62 | 21.00 | 193% |
| Returns for 10 years | 70.76 | 54.52 | 130% |
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