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CLBAX vs OSTVX
CLBAX vs OSTVX Comparison
Open Charts CLBAX vs OSTVX
CLBAX vs OSTVX Comparison Chart in %
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CLBAX vs. OSTVX commentary
Aug 03, 2026
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 CLBAX is a Buy and OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. OSTVX (190M). OSTVX pays higher dividends than CLBAX: OSTVX (2.14) vs CLBAX (1.82). CLBAX was incepted earlier than OSTVX: CLBAX (24 years) vs OSTVX (16 years). OSTVX (0.98) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 50.00 vs. OSTVX (46.00). CLBAX has a lower initial minimum investment than OSTVX: CLBAX (250) vs OSTVX (5000). CLBAX annual gain was more profitable for investors over the last year : 11.32 vs. OSTVX (9.85). CLBAX return over 5 years is better than : 34.10 vs. OSTVX (7.83).
| CLBAX | OSTVX | CLBAX / OSTVX | |
| Total Expense Ratio | 0.58 | 0.98 | 59% |
| Annual Report Gross Expense Ratio | 0.58 | 0.98 | 59% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 8.404 | 6.283 | 134% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 190M | 151,579% |
| Annual Yield % from dividends | 1.82 | 2.14 | 85% |
| Returns for 1 year | 11.32 | 9.85 | 115% |
| Returns for 3 years | 38.62 | 23.74 | 163% |
| Returns for 5 years | 34.10 | 7.83 | 435% |
| Returns for 10 years | 93.45 | 62.70 | 149% |
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