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ABALX vs OSTVX
ABALX vs OSTVX Comparison
Open Charts ABALX vs OSTVX
American Funds American Balanced A
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Osterweis Growth & Income Fund
Price$17.20
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets181.96M
ABALX vs OSTVX Comparison Chart in %
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ABALX vs. OSTVX commentary
Jul 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ABALX is a Buy and OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 254B vs. OSTVX (182M). OSTVX pays higher dividends than ABALX: OSTVX (2.14) vs ABALX (1.86). ABALX was incepted earlier than OSTVX: ABALX (50 years) vs OSTVX (15 years). OSTVX (0.91) is less costly to investors than ABALX (0.56). ABALX (44.00) and OSTVX (44.00) have comparable annual turnover. ABALX has a lower initial minimum investment than OSTVX: ABALX (250) vs OSTVX (5000). ABALX annual gain was more profitable for investors over the last year : 10.31 vs. OSTVX (2.53). ABALX return over 5 years is better than : 39.85 vs. OSTVX (23.28).
| ABALX | OSTVX | ABALX / OSTVX | |
| Total Expense Ratio | 0.56 | 0.91 | 62% |
| Annual Report Gross Expense Ratio | 0.56 | 0.91 | 62% |
| Fund Existence | 50 years | 15 years | - |
| Gain YTD | 9.037 | 6.519 | 139% |
| Front Load | 6% | 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 | 1.86 | 2.14 | 87% |
| Returns for 1 year | 10.31 | 2.53 | 408% |
| Returns for 3 years | 34.85 | 14.66 | 238% |
| Returns for 5 years | 39.85 | 23.28 | 171% |
| Returns for 10 years | 65.55 | 42.23 | 155% |
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