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FBAFX vs OSTVX
FBAFX vs OSTVX Comparison
Open Charts FBAFX vs OSTVX
American Funds American Balanced 529-F-2
Price$36.15
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
Osterweis Growth & Income Fund
Price$17.53
Change-$0.19 (-1.07%)
VolumeN/A
CapitalizationN/A
FBAFX vs OSTVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. OSTVX (186M). 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 : 21.17 vs. OSTVX (14.33).
| 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 | 14.313 | 10.189 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 186M | 126,882% |
| Annual Yield % from dividends | 2.47 | 2.53 | 98% |
| Returns for 1 year | 21.17 | 14.33 | 148% |
| Returns for 3 years | 12.79 | -5.53 | -231% |
| Returns for 5 years | N/A | 26.93 | - |
| Returns for 10 years | N/A | 40.87 | - |
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