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ABALX vs OSTVX
ABALX vs OSTVX Comparison
Open Charts ABALX vs OSTVX
American Funds American Balanced A
Price$36.88
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Osterweis Growth & Income Fund
Price$17.05
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets183.64M
ABALX vs OSTVX Comparison Chart in %
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ABALX vs. OSTVX commentary
Jul 07, 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: 252B vs. OSTVX (184M). 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 (0.92) 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 : 7.89 vs. OSTVX (1.10). ABALX return over 5 years is better than : 41.63 vs. OSTVX (26.43).
| 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 | 8.070 | 5.590 | 144% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 184M | 136,957% |
| Annual Yield % from dividends | 1.86 | 2.14 | 87% |
| Returns for 1 year | 7.89 | 1.10 | 715% |
| Returns for 3 years | 35.19 | 14.95 | 235% |
| Returns for 5 years | 41.63 | 26.43 | 158% |
| Returns for 10 years | 65.55 | 40.53 | 162% |
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