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CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
Osterweis Growth & Income Fund
Price$16.35
Change-$0.32 (-1.92%)
VolumeN/A
CapitalizationN/A
CLBFX vs OSTVX Comparison Chart
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CLBFX vs. OSTVX commentary
Dec 19, 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 Hold and OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. OSTVX (185M). 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 : 12.67 vs. OSTVX (6.68). CLBFX return over 5 years is better than : 35.48 vs. OSTVX (21.74).
| 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 | 11.647 | 5.431 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 185M | 130,270% |
| Annual Yield % from dividends | 2.39 | 2.53 | 94% |
| Returns for 1 year | 12.67 | 6.68 | 190% |
| Returns for 3 years | 13.69 | -2.74 | -500% |
| Returns for 5 years | 35.48 | 21.74 | 163% |
| Returns for 10 years | 61.86 | 39.53 | 156% |
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