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CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$38.83
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
Osterweis Growth & Income Fund
Price$17.49
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets186.13M
CLBFX vs OSTVX Comparison Chart in %
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CLBFX vs. OSTVX commentary
Oct 06, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. OSTVX (186M). CLBFX (1.60) and OSTVX (1.59) have matching dividends . 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 : 9.65 vs. OSTVX (1.64). CLBFX return over 5 years is better than : 47.63 vs. OSTVX (21.00).
| 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 | 14.291 | 8.315 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 186M | 143,011% |
| Annual Yield % from dividends | 1.60 | 1.59 | 100% |
| Returns for 1 year | 9.65 | 1.64 | 588% |
| Returns for 3 years | 48.19 | 19.52 | 247% |
| Returns for 5 years | 47.63 | 21.00 | 227% |
| Returns for 10 years | 94.49 | 54.52 | 173% |
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