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CLBCX vs OSTVX
CLBCX vs OSTVX Comparison
Open Charts CLBCX vs OSTVX
American Funds American Balanced 529C
Price$38.31
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Osterweis Growth & Income Fund
Price$17.64
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets192.78M
CLBCX vs OSTVX Comparison Chart in %
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CLBCX vs. OSTVX commentary
Feb 05, 2026
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 Hold and OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. OSTVX (193M). OSTVX pays higher dividends than CLBCX: OSTVX (2.10) vs CLBCX (1.19). 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 : 10.51 vs. OSTVX (7.62). CLBCX return over 5 years is better than : 32.27 vs. OSTVX (12.82).
| 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 | 2.375 | 0.975 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 193M | 139,896% |
| Annual Yield % from dividends | 1.19 | 2.10 | 56% |
| Returns for 1 year | 10.51 | 7.62 | 138% |
| Returns for 3 years | 33.67 | 22.23 | 151% |
| Returns for 5 years | 32.27 | 12.82 | 252% |
| Returns for 10 years | 86.26 | 74.33 | 116% |
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