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AMBFX vs OSTVX
AMBFX vs OSTVX Comparison
Open Charts AMBFX vs OSTVX
American Funds American Balanced F2
Price$37.28
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
AMBFX vs OSTVX Comparison Chart in %
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AMBFX 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 AMBFX is a Buy and OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 256B vs. OSTVX (181M). OSTVX (2.12) and AMBFX (2.03) 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 : 7.03 vs. OSTVX (0.47). AMBFX return over 5 years is better than : 38.96 vs. OSTVX (19.38).
| 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 | 9.443 | 6.271 | 151% |
| Front Load | N/A | 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 | 2.03 | 2.12 | 96% |
| Returns for 1 year | 7.03 | 0.47 | 1,484% |
| Returns for 3 years | 31.41 | 8.41 | 373% |
| Returns for 5 years | 38.96 | 19.38 | 201% |
| Returns for 10 years | 74.15 | 48.77 | 152% |
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