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CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$34.26
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Osterweis Growth & Income Fund
Price$16.04
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets176.29M
CLBFX vs OSTVX Comparison Chart
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CLBFX vs. OSTVX commentary
May 09, 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: 234B vs. OSTVX (176M). OSTVX pays higher dividends than CLBFX: OSTVX (2.38) vs CLBFX (2.15). CLBFX was incepted earlier than OSTVX: CLBFX (23 years) vs OSTVX (15 years). OSTVX (0.92) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 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 : 4.89 vs. OSTVX (-3.43). CLBFX return over 5 years is better than : 39.69 vs. OSTVX (23.84).
| CLBFX | OSTVX | CLBFX / OSTVX | |
| Total Expense Ratio | 0.67 | 0.92 | 73% |
| Annual Report Gross Expense Ratio | 0.67 | 0.92 | 73% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 0.495 | -1.665 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 176M | 132,955% |
| Annual Yield % from dividends | 2.15 | 2.38 | 90% |
| Returns for 1 year | 4.89 | -3.43 | -143% |
| Returns for 3 years | 23.73 | 3.77 | 630% |
| Returns for 5 years | 39.69 | 23.84 | 167% |
| Returns for 10 years | 65.92 | 28.42 | 232% |
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