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CLBCX vs OSTVX
CLBCX vs OSTVX Comparison
Open Charts CLBCX vs OSTVX
American Funds American Balanced 529C
Price$38.95
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
Osterweis Growth & Income Fund
Price$17.49
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets186.13M
CLBCX vs OSTVX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. OSTVX (186M). OSTVX pays higher dividends than CLBCX: OSTVX (1.59) vs CLBCX (0.98). 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 : 8.95 vs. OSTVX (1.64). CLBCX return over 5 years is better than : 41.36 vs. OSTVX (21.00).
| 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 | 13.764 | 8.315 | 166% |
| 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 | 0.98 | 1.59 | 62% |
| Returns for 1 year | 8.95 | 1.64 | 546% |
| Returns for 3 years | 44.55 | 19.52 | 228% |
| Returns for 5 years | 41.36 | 21.00 | 197% |
| Returns for 10 years | 77.29 | 54.52 | 142% |
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