FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
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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FBONX vs OSTVX

Header iconFBONX vs OSTVX Comparison
Open Charts FBONX vs OSTVXBanner chart's image
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Osterweis Growth & Income Fund
Price$17.05
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets183.64M
FBONX vs OSTVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. OSTVX (184M). OSTVX (2.14) and FBONX (2.10) have matching dividends . FBONX was incepted earlier than OSTVX: FBONX (5 years) vs OSTVX (15 years). OSTVX (0.92) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. OSTVX (32.00). FBONX has a lower initial minimum investment than OSTVX: FBONX (250) vs OSTVX (5000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. OSTVX (1.10).
FBONXOSTVXFBONX / OSTVX
Total Expense Ratio0.300.9233%
Annual Report Gross Expense Ratio0.300.9233%
Fund Existence5 years15 years-
Gain YTD8.2085.590147%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets252B184M136,957%
Annual Yield % from dividends2.102.1498%
Returns for 1 year8.161.10740%
Returns for 3 years37.3314.95250%
Returns for 5 yearsN/A26.43-
Returns for 10 yearsN/A40.53-
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