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AMBFX vs OSTVX
AMBFX vs OSTVX Comparison
Open Charts AMBFX vs OSTVX
American Funds American Balanced F2
Price$38.48
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Osterweis Growth & Income Fund
Price$17.30
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets183.47M
AMBFX vs OSTVX Comparison Chart in %
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AMBFX 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 AMBFX is a Hold and OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 263B vs. OSTVX (183M). OSTVX (2.10) and AMBFX (2.00) have matching dividends . AMBFX was incepted earlier than OSTVX: AMBFX (17 years) vs OSTVX (15 years). OSTVX (0.91) is less costly to investors than AMBFX (0.35). AMBFX (44.00) and OSTVX (44.00) have comparable annual turnover. AMBFX has a lower initial minimum investment than OSTVX: AMBFX (250) vs OSTVX (5000). AMBFX annual gain was more profitable for investors over the last year : 8.38 vs. OSTVX (-0.54). AMBFX return over 5 years is better than : 45.94 vs. OSTVX (21.80).
| AMBFX | OSTVX | AMBFX / OSTVX | |
| Total Expense Ratio | 0.35 | 0.91 | 38% |
| Annual Report Gross Expense Ratio | 0.35 | 0.91 | 38% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 13.342 | 7.138 | 187% |
| Front Load | N/A | 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 | 2.00 | 2.10 | 95% |
| Returns for 1 year | 8.38 | -0.54 | -1,544% |
| Returns for 3 years | 52.36 | 22.12 | 237% |
| Returns for 5 years | 45.94 | 21.80 | 211% |
| Returns for 10 years | 85.39 | 58.66 | 146% |
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