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CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$34.53
Change-$0.26 (-0.75%)
VolumeN/A
Net Assets239.2B
Osterweis Growth & Income Fund
Price$16.45
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets183.11M
CLBFX vs OSTVX Comparison Chart
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CLBFX vs. OSTVX commentary
Mar 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 239B vs. OSTVX (183M). OSTVX pays higher dividends than CLBFX: OSTVX (2.53) vs CLBFX (2.39). CLBFX was incepted earlier than OSTVX: CLBFX (22 years) vs OSTVX (15 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 : 6.82 vs. OSTVX (0.57). CLBFX return over 5 years is better than : 34.98 vs. OSTVX (20.39).
| CLBFX | OSTVX | CLBFX / OSTVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 1.695 | 1.347 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 183M | 130,601% |
| Annual Yield % from dividends | 2.39 | 2.53 | 94% |
| Returns for 1 year | 6.82 | 0.57 | 1,191% |
| Returns for 3 years | 17.32 | 0.35 | 4,885% |
| Returns for 5 years | 34.98 | 20.39 | 172% |
| Returns for 10 years | 69.31 | 34.35 | 202% |