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ABALX vs OSTVX
ABALX vs OSTVX Comparison
Open Charts ABALX vs OSTVX
American Funds American Balanced A
Price$35.64
Change-$0.32 (-0.89%)
VolumeN/A
Net Assets244.39B
Osterweis Growth & Income Fund
Price$16.65
Change-$0.15 (-0.89%)
VolumeN/A
Net Assets179.78M
ABALX vs OSTVX Comparison Chart
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ABALX vs. OSTVX commentary
Jun 16, 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: 244B vs. OSTVX (180M). OSTVX pays higher dividends than ABALX: OSTVX (2.29) vs ABALX (1.94). ABALX was incepted earlier than OSTVX: ABALX (50 years) vs OSTVX (15 years). OSTVX (0.92) is less costly to investors than ABALX (0.56). ABALX is a more actively managed with annual turnover of: 44.00 vs. OSTVX (32.00). 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 : 5.32 vs. OSTVX (-0.90). ABALX return over 5 years is better than : 38.50 vs. OSTVX (25.60).
| ABALX | OSTVX | ABALX / OSTVX | |
| Total Expense Ratio | 0.56 | 0.92 | 61% |
| Annual Report Gross Expense Ratio | 0.56 | 0.92 | 61% |
| Fund Existence | 50 years | 15 years | - |
| Gain YTD | 4.436 | 2.522 | 176% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 180M | 135,556% |
| Annual Yield % from dividends | 1.94 | 2.29 | 85% |
| Returns for 1 year | 5.32 | -0.90 | -592% |
| Returns for 3 years | 32.72 | 12.63 | 259% |
| Returns for 5 years | 38.50 | 25.60 | 150% |
| Returns for 10 years | 58.12 | 34.06 | 171% |
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