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FBONX vs OSTVX
FBONX vs OSTVX Comparison
Open Charts FBONX vs OSTVX
American Funds American Balanced 529-F-3
Price$35.81
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets242.91B
Osterweis Growth & Income Fund
Price$16.62
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets180.86M
FBONX vs OSTVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. OSTVX (181M). OSTVX (2.29) and FBONX (2.18) 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 : 8.43 vs. OSTVX (-0.03).
| 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 | 4.712 | 2.214 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 181M | 134,254% |
| Annual Yield % from dividends | 2.18 | 2.29 | 95% |
| Returns for 1 year | 8.43 | -0.03 | -25,221% |
| Returns for 3 years | 25.33 | 4.81 | 527% |
| Returns for 5 years | N/A | 21.02 | - |
| Returns for 10 years | N/A | 32.89 | - |
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