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FBAFX vs OSTVX
FBAFX vs OSTVX Comparison
Open Charts FBAFX vs OSTVX
American Funds American Balanced 529-F-2
Price$38.51
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets269.72B
Osterweis Growth & Income Fund
Price$17.80
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets193.03M
FBAFX vs OSTVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. OSTVX (193M). FBAFX (2.16) and OSTVX (2.13) 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 : 13.55 vs. OSTVX (10.57). FBAFX return over 5 years is better than : 40.75 vs. OSTVX (15.03).
| 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 | 2.721 | 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 | 2.16 | 2.13 | 101% |
| Returns for 1 year | 13.55 | 10.57 | 128% |
| Returns for 3 years | 39.34 | 26.39 | 149% |
| Returns for 5 years | 40.75 | 15.03 | 271% |
| Returns for 10 years | N/A | 74.68 | - |
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