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CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
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.
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).
| 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 | 16.037 | 9.002 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 186M | 144,086% |
| Annual Yield % from dividends | 1.89 | 2.07 | 91% |
| Returns for 1 year | 11.14 | 2.34 | 475% |
| Returns for 3 years | 50.34 | 20.97 | 240% |
| Returns for 5 years | 47.42 | 18.46 | 257% |
| Returns for 10 years | 90.96 | 56.50 | 161% |
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