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CLBCX vs OSTVX
CLBCX vs OSTVX Comparison
Open Charts CLBCX vs OSTVX
CLBCX vs OSTVX Comparison Chart in %
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CLBCX vs. OSTVX commentary
Sep 13, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 285B vs. OSTVX (188M). OSTVX pays higher dividends than CLBCX: OSTVX (2.12) vs CLBCX (1.08). CLBCX was incepted earlier than OSTVX: CLBCX (25 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). OSTVX (5.92) and CLBCX (5.85) have marching annual gain over last year. CLBCX return over 5 years is better than : 28.28 vs. OSTVX (6.48).
| CLBCX | OSTVX | CLBCX / OSTVX | |
| Total Expense Ratio | 1.35 | 0.98 | 138% |
| Annual Report Gross Expense Ratio | 1.35 | 0.98 | 138% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 7.915 | 4.948 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 188M | 151,596% |
| Annual Yield % from dividends | 1.08 | 2.12 | 51% |
| Returns for 1 year | 5.85 | 5.92 | 99% |
| Returns for 3 years | 38.25 | 25.34 | 151% |
| Returns for 5 years | 28.28 | 6.48 | 437% |
| Returns for 10 years | 81.07 | 60.32 | 134% |
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