FBAFX
Price
$36.88
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
OSTVX
Price
$17.05
Change
+$0.10 (+0.59%)
Updated
Jul 3 closing price
Net Assets
183.64M
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FBAFX vs OSTVX

Header iconFBAFX vs OSTVX Comparison
Open Charts FBAFX vs OSTVXBanner chart's image
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).
FBAFXOSTVXFBAFX / OSTVX
Total Expense Ratio0.340.9237%
Annual Report Gross Expense Ratio0.340.9237%
Fund Existence5 years15 years-
Gain YTD8.2175.590147%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets252B184M136,957%
Annual Yield % from dividends2.062.1496%
Returns for 1 year8.121.10736%
Returns for 3 years37.1914.95249%
Returns for 5 yearsN/A26.43-
Returns for 10 yearsN/A40.53-
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