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CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Osterweis Growth & Income Fund
Price$17.29
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets184.11M
CLBFX vs OSTVX Comparison Chart in %
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CLBFX vs. OSTVX commentary
Nov 20, 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 Hold and OSTVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. OSTVX (184M). OSTVX pays higher dividends than CLBFX: OSTVX (2.07) vs CLBFX (1.86). CLBFX was incepted earlier than OSTVX: CLBFX (23 years) vs OSTVX (15 years). OSTVX (0.91) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and OSTVX (44.00) have comparable annual turnover. 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 : 9.14 vs. OSTVX (1.18). CLBFX return over 5 years is better than : 41.70 vs. OSTVX (12.94).
| CLBFX | OSTVX | CLBFX / OSTVX | |
| Total Expense Ratio | 0.67 | 0.91 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 0.91 | 74% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 14.206 | 8.193 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 184M | 142,935% |
| Annual Yield % from dividends | 1.86 | 2.07 | 90% |
| Returns for 1 year | 9.14 | 1.18 | 775% |
| Returns for 3 years | 42.41 | 16.70 | 254% |
| Returns for 5 years | 41.70 | 12.94 | 322% |
| Returns for 10 years | 86.89 | 54.24 | 160% |
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