CLBCX
Price
$39.40
Change
+$0.27 (+0.69%)
Updated
Oct 24 closing price
Net Assets
268.39B
OSTVX
Price
$17.51
Change
+$0.06 (+0.34%)
Updated
Oct 24 closing price
Net Assets
186M
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CLBCX vs OSTVX

Header iconCLBCX vs OSTVX Comparison
Open Charts CLBCX vs OSTVXBanner chart's image
American Funds American Balanced 529C
Price$39.40
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
Osterweis Growth & Income Fund
Price$17.51
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets186M
CLBCX vs OSTVX Comparison Chart in %
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CLBCX vs. OSTVX commentary
Oct 27, 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 Hold.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 268B vs. OSTVX (186M). OSTVX pays higher dividends than CLBCX: OSTVX (2.07) vs CLBCX (1.06). 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 : 10.15 vs. OSTVX (2.34). CLBCX return over 5 years is better than : 40.85 vs. OSTVX (18.46).
CLBCXOSTVXCLBCX / OSTVX
Total Expense Ratio1.350.91148%
Annual Report Gross Expense Ratio1.350.91148%
Fund Existence24 years15 years-
Gain YTD15.1699.002168%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets268B186M144,086%
Annual Yield % from dividends1.062.0751%
Returns for 1 year10.152.34433%
Returns for 3 years46.2820.97221%
Returns for 5 years40.8518.46221%
Returns for 10 years73.7156.50130%
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