CLBCX
Price
$40.37
Change
+$0.07 (+0.17%)
Updated
Jul 31 closing price
Net Assets
288.09B
OSTVX
Price
$18.32
Change
+$0.05 (+0.27%)
Updated
Jul 31 closing price
Net Assets
190.47M
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CLBCX vs OSTVX

CLBCX vs OSTVX Comparison Chart in %
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CLBCX vs. OSTVX commentary
Aug 03, 2026

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.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. OSTVX (190M). OSTVX pays higher dividends than CLBCX: OSTVX (2.14) vs CLBCX (1.09). CLBCX was incepted earlier than OSTVX: CLBCX (24 years) vs OSTVX (16 years). CLBCX (1.35) is less costly to investors than OSTVX (0.98). CLBCX is a more actively managed with annual turnover of: 50.00 vs. OSTVX (46.00). 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 : 10.49 vs. OSTVX (9.85). CLBCX return over 5 years is better than : 29.10 vs. OSTVX (7.83).
CLBCXOSTVXCLBCX / OSTVX
Total Expense Ratio1.350.98138%
Annual Report Gross Expense Ratio1.350.98138%
Fund Existence24 years16 years-
Gain YTD7.9156.283126%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets288B190M151,579%
Annual Yield % from dividends1.092.1451%
Returns for 1 year10.499.85107%
Returns for 3 years35.5223.74150%
Returns for 5 years29.107.83372%
Returns for 10 years79.3962.70127%
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