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CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$35.28
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Osterweis Growth & Income Fund
Price$16.78
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets184.34M
CLBFX vs OSTVX Comparison Chart
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CLBFX vs. OSTVX commentary
Jan 31, 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 CLBFX is a Buy and OSTVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. OSTVX (184M). OSTVX pays higher dividends than CLBFX: OSTVX (2.53) vs CLBFX (2.39). CLBFX was incepted earlier than OSTVX: CLBFX (22 years) vs OSTVX (14 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. OSTVX (33.00). CLBFX has a lower initial minimum investment than OSTVX: CLBFX (250) vs OSTVX (5000). CLBFX annual gain was more profitable for investors over the last year : 12.27 vs. OSTVX (4.46). CLBFX return over 5 years is better than : 36.74 vs. OSTVX (19.28).
| CLBFX | OSTVX | CLBFX / OSTVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 3.128 | 2.205 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 184M | 130,978% |
| Annual Yield % from dividends | 2.39 | 2.53 | 94% |
| Returns for 1 year | 12.27 | 4.46 | 275% |
| Returns for 3 years | 16.76 | 0.06 | 26,023% |
| Returns for 5 years | 36.74 | 19.28 | 191% |
| Returns for 10 years | 74.28 | 39.04 | 190% |