Interact to see
Advertisement
Advertisement
CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Osterweis Growth & Income Fund
Price$17.19
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets181.45M
CLBFX vs OSTVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. OSTVX commentary
Aug 17, 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: 256B vs. OSTVX (181M). OSTVX pays higher dividends than CLBFX: OSTVX (2.12) vs CLBFX (1.97). 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 : 8.11 vs. OSTVX (1.40). CLBFX return over 5 years is better than : 40.98 vs. OSTVX (19.74).
| 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 | 9.847 | 6.457 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 181M | 141,436% |
| Annual Yield % from dividends | 1.97 | 2.12 | 93% |
| Returns for 1 year | 8.11 | 1.40 | 578% |
| Returns for 3 years | 31.15 | 6.90 | 451% |
| Returns for 5 years | 40.98 | 19.74 | 208% |
| Returns for 10 years | 82.32 | 43.76 | 188% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement