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CLBFX vs OSTVX
CLBFX vs OSTVX Comparison
Open Charts CLBFX vs OSTVX
American Funds American Balanced 529F
Price$38.36
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.72B
Osterweis Growth & Income Fund
Price$17.80
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets193.03M
CLBFX vs OSTVX Comparison Chart in %
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CLBFX vs. OSTVX commentary
Jan 16, 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 CLBFX is a Hold and OSTVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. OSTVX (193M). OSTVX (2.13) and CLBFX (2.08) have matching dividends . 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 : 13.45 vs. OSTVX (10.57). CLBFX return over 5 years is better than : 40.04 vs. OSTVX (15.03).
| 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 | 2.732 | 2.064 | 132% |
| 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 | 2.08 | 2.13 | 98% |
| Returns for 1 year | 13.45 | 10.57 | 127% |
| Returns for 3 years | 38.90 | 26.39 | 147% |
| Returns for 5 years | 40.04 | 15.03 | 266% |
| Returns for 10 years | 106.51 | 74.68 | 143% |
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