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CLBCX vs OSTVX
CLBCX vs OSTVX Comparison
Open Charts CLBCX vs OSTVX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Osterweis Growth & Income Fund
Price$17.19
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets181.45M
CLBCX vs OSTVX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. OSTVX (181M). OSTVX pays higher dividends than CLBCX: OSTVX (2.12) vs CLBCX (1.12). CLBCX was incepted earlier than OSTVX: CLBCX (24 years) vs OSTVX (15 years). CLBCX (1.35) is less costly to investors than OSTVX (0.91). CLBCX (44.00) and OSTVX (44.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than OSTVX: CLBCX (250) vs OSTVX (5000). CLBCX annual gain was more profitable for investors over the last year : 7.14 vs. OSTVX (1.40). CLBCX return over 5 years is better than : 34.64 vs. OSTVX (19.74).
| CLBCX | OSTVX | CLBCX / OSTVX | |
| Total Expense Ratio | 1.35 | 0.91 | 148% |
| Annual Report Gross Expense Ratio | 1.35 | 0.91 | 148% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 9.208 | 6.457 | 143% |
| 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 | 1.12 | 2.12 | 53% |
| Returns for 1 year | 7.14 | 1.40 | 508% |
| Returns for 3 years | 27.58 | 6.90 | 399% |
| Returns for 5 years | 34.64 | 19.74 | 175% |
| Returns for 10 years | 65.77 | 43.76 | 150% |
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