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FBAFX vs OSTVX
FBAFX vs OSTVX Comparison
Open Charts FBAFX vs OSTVX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Osterweis Growth & Income Fund
Price$17.56
Change-$0.05 (-0.28%)
VolumeN/A
CapitalizationN/A
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FBAFX vs OSTVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. OSTVX (181M). OSTVX (2.53) and FBAFX (2.47) have matching dividends . FBAFX was incepted earlier than OSTVX: FBAFX (4 years) vs OSTVX (14 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. OSTVX (33.00). FBAFX has a lower initial minimum investment than OSTVX: FBAFX (250) vs OSTVX (5000). FBAFX annual gain was more profitable for investors over the last year : 24.73 vs. OSTVX (18.29).
| FBAFX | OSTVX | FBAFX / OSTVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 14.250 | 10.377 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 181M | 130,387% |
| Annual Yield % from dividends | 2.47 | 2.53 | 98% |
| Returns for 1 year | 24.73 | 18.29 | 135% |
| Returns for 3 years | 17.24 | 0.38 | 4,551% |
| Returns for 5 years | N/A | 28.41 | - |
| Returns for 10 years | N/A | 43.11 | - |
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