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FBONX vs OSTVX
FBONX vs OSTVX Comparison
Open Charts FBONX vs OSTVX
American Funds American Balanced 529-F-3
Price$35.40
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Osterweis Growth & Income Fund
Price$16.78
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets184.34M
FBONX vs OSTVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 241B vs. OSTVX (184M). OSTVX (2.53) and FBONX (2.50) have matching dividends . FBONX was incepted earlier than OSTVX: FBONX (4 years) vs OSTVX (14 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. OSTVX (33.00). FBONX has a lower initial minimum investment than OSTVX: FBONX (250) vs OSTVX (5000). FBONX annual gain was more profitable for investors over the last year : 12.39 vs. OSTVX (4.46).
| FBONX | OSTVX | FBONX / 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 | 3.117 | 2.205 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 184M | 130,978% |
| Annual Yield % from dividends | 2.50 | 2.53 | 99% |
| Returns for 1 year | 12.39 | 4.46 | 278% |
| Returns for 3 years | 17.23 | 0.06 | 26,761% |
| Returns for 5 years | N/A | 19.28 | - |
| Returns for 10 years | N/A | 39.04 | - |
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