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FBONX vs OSTVX
FBONX vs OSTVX Comparison
Open Charts FBONX vs OSTVX
American Funds American Balanced 529-F-3
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Osterweis Growth & Income Fund
Price$16.04
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets176.29M
FBONX vs OSTVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. OSTVX (176M). OSTVX (2.38) and FBONX (2.26) have matching dividends . FBONX was incepted earlier than OSTVX: FBONX (5 years) vs OSTVX (15 years). OSTVX (0.92) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. OSTVX (32.00). 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 : 5.03 vs. OSTVX (-3.43).
| FBONX | OSTVX | FBONX / OSTVX | |
| Total Expense Ratio | 0.30 | 0.92 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 0.92 | 33% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 0.530 | -1.665 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 176M | 132,955% |
| Annual Yield % from dividends | 2.26 | 2.38 | 95% |
| Returns for 1 year | 5.03 | -3.43 | -147% |
| Returns for 3 years | 24.22 | 3.77 | 643% |
| Returns for 5 years | N/A | 23.84 | - |
| Returns for 10 years | N/A | 28.42 | - |
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