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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 23, 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 Hold and OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. OSTVX (192M). OSTVX pays higher dividends than CLBAX: OSTVX (2.14) vs CLBAX (1.82). CLBAX was incepted earlier than OSTVX: CLBAX (25 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 : 12.63 vs. OSTVX (10.79). CLBAX return over 5 years is better than : 35.82 vs. OSTVX (8.56).
| CLBAX | OSTVX | CLBAX / OSTVX | |
| Total Expense Ratio | 0.58 | 0.98 | 59% |
| Annual Report Gross Expense Ratio | 0.58 | 0.98 | 59% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 10.098 | 7.443 | 136% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 192M | 147,396% |
| Annual Yield % from dividends | 1.82 | 2.14 | 85% |
| Returns for 1 year | 12.63 | 10.79 | 117% |
| Returns for 3 years | 45.00 | 28.49 | 158% |
| Returns for 5 years | 35.82 | 8.56 | 418% |
| Returns for 10 years | 94.05 | 62.75 | 150% |
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