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FBAFX vs OSTVX
FBAFX vs OSTVX Comparison
Open Charts FBAFX vs OSTVX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Osterweis Growth & Income Fund
Price$17.05
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets183.64M
FBAFX vs OSTVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. OSTVX (184M). OSTVX (2.14) and FBAFX (2.06) have matching dividends . FBAFX was incepted earlier than OSTVX: FBAFX (5 years) vs OSTVX (15 years). OSTVX (0.92) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. OSTVX (32.00). FBAFX has a lower initial minimum investment than OSTVX: FBAFX (250) vs OSTVX (5000). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. OSTVX (1.10).
| FBAFX | OSTVX | FBAFX / OSTVX | |
| Total Expense Ratio | 0.34 | 0.92 | 37% |
| Annual Report Gross Expense Ratio | 0.34 | 0.92 | 37% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 8.217 | 5.590 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 184M | 136,957% |
| Annual Yield % from dividends | 2.06 | 2.14 | 96% |
| Returns for 1 year | 8.12 | 1.10 | 736% |
| Returns for 3 years | 37.19 | 14.95 | 249% |
| Returns for 5 years | N/A | 26.43 | - |
| Returns for 10 years | N/A | 40.53 | - |
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