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CLBCX vs OSTVX
CLBCX vs OSTVX Comparison
Open Charts CLBCX vs OSTVX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
Osterweis Growth & Income Fund
Price$17.34
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets184.3M
CLBCX vs OSTVX Comparison Chart in %
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CLBCX vs. OSTVX commentary
Oct 19, 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 CLBCX is a Buy and OSTVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. OSTVX (184M). OSTVX pays higher dividends than CLBCX: OSTVX (2.07) vs CLBCX (1.06). CLBCX was incepted earlier than OSTVX: CLBCX (24 years) vs OSTVX (15 years). CLBCX (1.35) is less costly to investors than OSTVX (0.91). CLBCX (44.00) and OSTVX (44.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than OSTVX: CLBCX (250) vs OSTVX (5000). CLBCX annual gain was more profitable for investors over the last year : 7.87 vs. OSTVX (0.15). CLBCX return over 5 years is better than : 38.56 vs. OSTVX (16.67).
| CLBCX | OSTVX | CLBCX / OSTVX | |
| Total Expense Ratio | 1.35 | 0.91 | 148% |
| Annual Report Gross Expense Ratio | 1.35 | 0.91 | 148% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 13.912 | 7.944 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 184M | 144,565% |
| Annual Yield % from dividends | 1.06 | 2.07 | 51% |
| Returns for 1 year | 7.87 | 0.15 | 5,295% |
| Returns for 3 years | 47.86 | 21.84 | 219% |
| Returns for 5 years | 38.56 | 16.67 | 231% |
| Returns for 10 years | 74.34 | 52.59 | 141% |