Ad is loading...
CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$36.01
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Osterweis Growth & Income Fund
Price$17.56
Change-$0.05 (-0.28%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CLBFX vs OSTVX Comparison Chart
Loading...
CLBFX vs. OSTVX commentary
Sep 21, 2024
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 StrongBuy and OSTVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. OSTVX (181M). 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 : 24.60 vs. OSTVX (18.29). CLBFX return over 5 years is better than : 42.98 vs. OSTVX (28.41).
| 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 | 14.164 | 10.377 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 181M | 130,387% |
| Annual Yield % from dividends | 2.39 | 2.53 | 94% |
| Returns for 1 year | 24.60 | 18.29 | 134% |
| Returns for 3 years | 16.88 | 0.38 | 4,455% |
| Returns for 5 years | 42.98 | 28.41 | 151% |
| Returns for 10 years | 70.31 | 43.11 | 163% |
View a ticker or compare two or three
VS
VS
Ad is loading...