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FBAFX vs OSTVX
FBAFX vs OSTVX Comparison
Open Charts FBAFX vs OSTVX
American Funds American Balanced 529-F-2
Price$34.65
Change-$0.27 (-0.77%)
VolumeN/A
Net Assets241.5B
Osterweis Growth & Income Fund
Price$16.45
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets183.11M
FBAFX vs OSTVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 242B vs. OSTVX (183M). OSTVX (2.53) and FBAFX (2.47) have matching dividends . FBAFX was incepted earlier than OSTVX: FBAFX (4 years) vs OSTVX (15 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 : 6.94 vs. OSTVX (0.57).
| FBAFX | OSTVX | FBAFX / OSTVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 1.719 | 1.347 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 183M | 132,240% |
| Annual Yield % from dividends | 2.47 | 2.53 | 98% |
| Returns for 1 year | 6.94 | 0.57 | 1,212% |
| Returns for 3 years | 17.67 | 0.35 | 4,986% |
| Returns for 5 years | N/A | 20.39 | - |
| Returns for 10 years | N/A | 34.35 | - |
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