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FBAFX vs OSTVX
FBAFX vs OSTVX Comparison
Open Charts FBAFX vs OSTVX
American Funds American Balanced 529-F-2
Price$37.68
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Osterweis Growth & Income Fund
Price$17.55
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets190.26M
FBAFX vs OSTVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. OSTVX (190M). OSTVX pays higher dividends than FBAFX: OSTVX (2.03) vs FBAFX (1.90). FBAFX was incepted earlier than OSTVX: FBAFX (5 years) vs OSTVX (15 years). OSTVX (0.91) is less costly to investors than FBAFX (0.34). FBAFX (44.00) and OSTVX (44.00) have comparable annual turnover. 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 : 9.38 vs. OSTVX (7.80). FBAFX return over 5 years is better than : 38.07 vs. OSTVX (14.68).
| FBAFX | OSTVX | FBAFX / OSTVX | |
| Total Expense Ratio | 0.34 | 0.91 | 37% |
| Annual Report Gross Expense Ratio | 0.34 | 0.91 | 37% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 10.851 | 9.189 | 118% |
| 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 | 1.90 | 2.03 | 94% |
| Returns for 1 year | 9.38 | 7.80 | 120% |
| Returns for 3 years | 38.63 | 27.51 | 140% |
| Returns for 5 years | 38.07 | 14.68 | 259% |
| Returns for 10 years | N/A | 61.42 | - |
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