CLBFX
Price
$39.30
Change
+$0.27 (+0.69%)
Updated
Oct 24 closing price
Net Assets
268.39B
OSTVX
Price
$17.51
Change
+$0.06 (+0.34%)
Updated
Oct 24 closing price
Net Assets
186M
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CLBFX vs OSTVX

Header iconCLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVXBanner chart's image
American Funds American Balanced 529F
Price$39.30
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
Osterweis Growth & Income Fund
Price$17.51
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets186M
CLBFX vs OSTVX Comparison Chart in %
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CLBFX vs. OSTVX commentary
Oct 27, 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 Hold.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 268B vs. OSTVX (186M). OSTVX pays higher dividends than CLBFX: OSTVX (2.07) vs CLBFX (1.89). 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 : 11.14 vs. OSTVX (2.34). CLBFX return over 5 years is better than : 47.42 vs. OSTVX (18.46).
CLBFXOSTVXCLBFX / OSTVX
Total Expense Ratio0.670.9174%
Annual Report Gross Expense Ratio0.670.9174%
Fund Existence23 years15 years-
Gain YTD16.0379.002178%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets268B186M144,086%
Annual Yield % from dividends1.892.0791%
Returns for 1 year11.142.34475%
Returns for 3 years50.3420.97240%
Returns for 5 years47.4218.46257%
Returns for 10 years90.9656.50161%
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