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FBAFX vs OSTVX
FBAFX vs OSTVX Comparison
Open Charts FBAFX vs OSTVX
American Funds American Balanced 529-F-2
Price$34.26
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Osterweis Growth & Income Fund
Price$16.35
Change-$0.32 (-1.92%)
VolumeN/A
CapitalizationN/A
FBAFX vs OSTVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 241B vs. OSTVX (185M). 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 : 12.73 vs. OSTVX (6.68).
| 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 | 11.739 | 5.431 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 185M | 130,270% |
| Annual Yield % from dividends | 2.47 | 2.53 | 98% |
| Returns for 1 year | 12.73 | 6.68 | 190% |
| Returns for 3 years | 14.03 | -2.74 | -513% |
| Returns for 5 years | N/A | 21.74 | - |
| Returns for 10 years | N/A | 39.53 | - |
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