ABALX
Price
$36.88
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
OSTVX
Price
$17.05
Change
+$0.10 (+0.59%)
Updated
Jul 3 closing price
Net Assets
183.64M
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ABALX vs OSTVX

Header iconABALX vs OSTVX Comparison
Open Charts ABALX vs OSTVXBanner chart's image
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.

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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).
ABALXOSTVXABALX / OSTVX
Total Expense Ratio0.560.9261%
Annual Report Gross Expense Ratio0.560.9261%
Fund Existence50 years15 years-
Gain YTD8.0705.590144%
Front Load6%N/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets252B184M136,957%
Annual Yield % from dividends1.862.1487%
Returns for 1 year7.891.10715%
Returns for 3 years35.1914.95235%
Returns for 5 years41.6326.43158%
Returns for 10 years65.5540.53162%
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