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CLBCX vs OSTVX
CLBCX vs OSTVX Comparison
Open Charts CLBCX vs OSTVX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Osterweis Growth & Income Fund
Price$17.41
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets184.64M
CLBCX vs OSTVX Comparison Chart in %
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CLBCX vs. OSTVX commentary
Sep 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: 258B vs. OSTVX (185M). OSTVX pays higher dividends than CLBCX: OSTVX (2.10) vs CLBCX (1.11). 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 : 9.15 vs. OSTVX (2.17). CLBCX return over 5 years is better than : 36.30 vs. OSTVX (20.69).
| 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 | 10.785 | 7.572 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 185M | 139,459% |
| Annual Yield % from dividends | 1.11 | 2.10 | 53% |
| Returns for 1 year | 9.15 | 2.17 | 421% |
| Returns for 3 years | 37.75 | 16.01 | 236% |
| Returns for 5 years | 36.30 | 20.69 | 175% |
| Returns for 10 years | 74.80 | 50.39 | 148% |
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