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CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Osterweis Growth & Income Fund
Price$17.41
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets184.64M
CLBFX vs OSTVX Comparison Chart in %
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CLBFX vs. OSTVX commentary
Sep 07, 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: 258B vs. OSTVX (185M). OSTVX pays higher dividends than CLBFX: OSTVX (2.10) vs CLBFX (1.94). 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 : 10.11 vs. OSTVX (2.17). CLBFX return over 5 years is better than : 42.70 vs. OSTVX (20.69).
| 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 | 11.495 | 7.572 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 185M | 139,459% |
| Annual Yield % from dividends | 1.94 | 2.10 | 93% |
| Returns for 1 year | 10.11 | 2.17 | 466% |
| Returns for 3 years | 41.65 | 16.01 | 260% |
| Returns for 5 years | 42.70 | 20.69 | 206% |
| Returns for 10 years | 92.18 | 50.39 | 183% |
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