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CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$38.37
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
CLBFX vs OSTVX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. OSTVX (183M). OSTVX pays higher dividends than CLBFX: OSTVX (2.10) vs CLBFX (1.94). CLBFX was incepted earlier than OSTVX: CLBFX (23 years) vs OSTVX (15 years). OSTVX (0.91) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and OSTVX (44.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than OSTVX: CLBFX (250) vs OSTVX (5000). CLBFX annual gain was more profitable for investors over the last year : 7.93 vs. OSTVX (-0.54). CLBFX return over 5 years is better than : 47.10 vs. OSTVX (21.80).
| CLBFX | OSTVX | CLBFX / OSTVX | |
| Total Expense Ratio | 0.67 | 0.91 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 0.91 | 74% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 12.937 | 7.138 | 181% |
| 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 | 1.94 | 2.10 | 93% |
| Returns for 1 year | 7.93 | -0.54 | -1,461% |
| Returns for 3 years | 52.34 | 22.12 | 237% |
| Returns for 5 years | 47.10 | 21.80 | 216% |
| Returns for 10 years | 98.95 | 58.66 | 169% |
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