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CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$35.68
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets242.91B
Osterweis Growth & Income Fund
Price$16.62
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets180.86M
CLBFX vs OSTVX Comparison Chart
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CLBFX vs. OSTVX commentary
Jun 05, 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: 243B vs. OSTVX (181M). OSTVX pays higher dividends than CLBFX: OSTVX (2.29) vs CLBFX (2.07). 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 : 8.26 vs. OSTVX (-0.03). CLBFX return over 5 years is better than : 37.52 vs. OSTVX (21.02).
| 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 | 4.660 | 2.214 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 181M | 134,254% |
| Annual Yield % from dividends | 2.07 | 2.29 | 90% |
| Returns for 1 year | 8.26 | -0.03 | -24,720% |
| Returns for 3 years | 24.80 | 4.81 | 516% |
| Returns for 5 years | 37.52 | 21.02 | 179% |
| Returns for 10 years | 74.54 | 32.89 | 227% |
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