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FBAFX vs OSTVX
FBAFX vs OSTVX Comparison
Open Charts FBAFX vs OSTVX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
Osterweis Growth & Income Fund
Price$17.20
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets181.82M
FBAFX vs OSTVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. OSTVX (182M). OSTVX (2.14) and FBAFX (2.06) have matching dividends . FBAFX was incepted earlier than OSTVX: FBAFX (5 years) vs OSTVX (15 years). OSTVX (0.91) is less costly to investors than FBAFX (0.34). FBAFX (44.00) and OSTVX (44.00) have comparable annual turnover. 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 : 10.54 vs. OSTVX (2.47).
| FBAFX | OSTVX | FBAFX / OSTVX | |
| Total Expense Ratio | 0.34 | 0.91 | 37% |
| Annual Report Gross Expense Ratio | 0.34 | 0.91 | 37% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 9.185 | 6.457 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 182M | 139,560% |
| Annual Yield % from dividends | 2.06 | 2.14 | 96% |
| Returns for 1 year | 10.54 | 2.47 | 427% |
| Returns for 3 years | 36.84 | 14.60 | 252% |
| Returns for 5 years | N/A | 23.20 | - |
| Returns for 10 years | N/A | 42.15 | - |
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