Interact to see
Advertisement
Advertisement
FBAFX vs OSTVX
FBAFX vs OSTVX Comparison
Open Charts FBAFX vs OSTVX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Osterweis Growth & Income Fund
Price$17.20
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets181.96M
FBAFX vs OSTVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. OSTVX (182M). OSTVX (2.14) and FBAFX (2.06) have matching dividends . FBAFX was incepted earlier than OSTVX: FBAFX (5 years) vs OSTVX (15 years). OSTVX (0.91) 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 : 10.54 vs. OSTVX (2.53).
| 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 | 9.185 | 6.519 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 182M | 139,560% |
| Annual Yield % from dividends | 2.06 | 2.14 | 96% |
| Returns for 1 year | 10.54 | 2.53 | 417% |
| Returns for 3 years | 36.84 | 14.66 | 251% |
| Returns for 5 years | N/A | 23.28 | - |
| Returns for 10 years | N/A | 42.23 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SMVIX | 22.22 | 0.14 | +0.63% |
| SEI Small Cap Value I (SIMT) | |||
| AGYWX | 64.80 | 0.37 | +0.57% |
| American Century Growth Y | |||
| DISSX | 23.80 | 0.13 | +0.55% |
| BNY Mellon Small Cap Stock Index Inv | |||
| STRGX | 61.28 | 0.29 | +0.48% |
| Sterling Capital MdCp Relatv Val Instl | |||
| BAFLX | 30.20 | 0.02 | +0.07% |
| Brown Advisory Global Leaders Instl | |||