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ABALX vs OSTVX
ABALX vs OSTVX Comparison
Open Charts ABALX vs OSTVX
American Funds American Balanced A
Price$37.31
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.61B
Osterweis Growth & Income Fund
Price$17.16
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets181.3M
ABALX vs OSTVX Comparison Chart in %
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ABALX vs. OSTVX commentary
Aug 20, 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: 256B vs. OSTVX (181M). OSTVX pays higher dividends than ABALX: OSTVX (2.12) vs ABALX (1.85). 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 : 6.85 vs. OSTVX (0.47). ABALX return over 5 years is better than : 37.77 vs. OSTVX (19.38).
| 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 | 9.330 | 6.271 | 149% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 181M | 141,436% |
| Annual Yield % from dividends | 1.85 | 2.12 | 87% |
| Returns for 1 year | 6.85 | 0.47 | 1,444% |
| Returns for 3 years | 30.72 | 8.41 | 365% |
| Returns for 5 years | 37.77 | 19.38 | 195% |
| Returns for 10 years | 72.23 | 48.77 | 148% |