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CLBCX vs OSTVX
CLBCX vs OSTVX Comparison
Open Charts CLBCX vs OSTVX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Osterweis Growth & Income Fund
Price$17.29
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets184.11M
CLBCX vs OSTVX Comparison Chart in %
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CLBCX vs. OSTVX commentary
Nov 20, 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 Hold and OSTVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. OSTVX (184M). OSTVX pays higher dividends than CLBCX: OSTVX (2.07) vs CLBCX (1.04). 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 : 8.18 vs. OSTVX (1.18). CLBCX return over 5 years is better than : 35.38 vs. OSTVX (12.94).
| 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 | 13.269 | 8.193 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 184M | 142,935% |
| Annual Yield % from dividends | 1.04 | 2.07 | 50% |
| Returns for 1 year | 8.18 | 1.18 | 694% |
| Returns for 3 years | 38.51 | 16.70 | 231% |
| Returns for 5 years | 35.38 | 12.94 | 273% |
| Returns for 10 years | 70.03 | 54.24 | 129% |
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