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CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$32.85
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Osterweis Growth & Income Fund
Price$15.46
Change-$0.10 (-0.64%)
VolumeN/A
Net Assets172.58M
CLBFX vs OSTVX Comparison Chart
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CLBFX vs. OSTVX commentary
Apr 18, 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: 225B vs. OSTVX (173M). OSTVX pays higher dividends than CLBFX: OSTVX (2.35) vs CLBFX (2.14). CLBFX was incepted earlier than OSTVX: CLBFX (23 years) vs OSTVX (15 years). OSTVX (0.92) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. OSTVX (32.00). 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 : 2.73 vs. OSTVX (-3.93). CLBFX return over 5 years is better than : 34.54 vs. OSTVX (23.57).
| CLBFX | OSTVX | CLBFX / OSTVX | |
| Total Expense Ratio | 0.68 | 0.92 | 74% |
| Annual Report Gross Expense Ratio | 0.68 | 0.92 | 74% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | -3.641 | -3.389 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 173M | 130,058% |
| Annual Yield % from dividends | 2.14 | 2.35 | 91% |
| Returns for 1 year | 2.73 | -3.93 | -69% |
| Returns for 3 years | 11.65 | -4.16 | -280% |
| Returns for 5 years | 34.54 | 23.57 | 147% |
| Returns for 10 years | 59.09 | 26.41 | 224% |
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