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CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Osterweis Growth & Income Fund
Price$17.55
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets190.26M
CLBFX vs OSTVX Comparison Chart in %
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CLBFX vs. OSTVX commentary
Dec 27, 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 StrongBuy and OSTVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. OSTVX (190M). OSTVX pays higher dividends than CLBFX: OSTVX (2.03) vs CLBFX (1.83). 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 : 9.28 vs. OSTVX (7.80). CLBFX return over 5 years is better than : 37.42 vs. OSTVX (14.68).
| 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 | 10.722 | 9.189 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 190M | 141,579% |
| Annual Yield % from dividends | 1.83 | 2.03 | 90% |
| Returns for 1 year | 9.28 | 7.80 | 119% |
| Returns for 3 years | 38.20 | 27.51 | 139% |
| Returns for 5 years | 37.42 | 14.68 | 255% |
| Returns for 10 years | 88.92 | 61.42 | 145% |
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