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ABALX vs OSTVX
ABALX vs OSTVX Comparison
Open Charts ABALX vs OSTVX
American Funds American Balanced A
Price$38.51
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
Osterweis Growth & Income Fund
Price$17.30
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets183.47M
ABALX vs OSTVX Comparison Chart in %
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ABALX vs. OSTVX commentary
Sep 29, 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 Hold and OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 263B vs. OSTVX (183M). OSTVX pays higher dividends than ABALX: OSTVX (2.10) vs ABALX (1.82). 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 : 8.13 vs. OSTVX (-0.54). ABALX return over 5 years is better than : 44.70 vs. OSTVX (21.80).
| 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 | 13.169 | 7.138 | 184% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 183M | 143,716% |
| Annual Yield % from dividends | 1.82 | 2.10 | 87% |
| Returns for 1 year | 8.13 | -0.54 | -1,499% |
| Returns for 3 years | 51.49 | 22.12 | 233% |
| Returns for 5 years | 44.70 | 21.80 | 205% |
| Returns for 10 years | 83.17 | 58.66 | 142% |
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