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CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$37.18
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
Osterweis Growth & Income Fund
Price$17.16
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets181.3M
CLBFX vs OSTVX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and OSTVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. OSTVX (181M). OSTVX pays higher dividends than CLBFX: OSTVX (2.12) vs CLBFX (1.97). 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 : 6.98 vs. OSTVX (0.47). CLBFX return over 5 years is better than : 40.55 vs. OSTVX (19.38).
| 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 | 9.435 | 6.271 | 150% |
| 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 | 1.97 | 2.12 | 93% |
| Returns for 1 year | 6.98 | 0.47 | 1,473% |
| Returns for 3 years | 32.26 | 8.41 | 384% |
| Returns for 5 years | 40.55 | 19.38 | 209% |
| Returns for 10 years | 88.40 | 48.77 | 181% |
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