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FBONX vs OSTVX
FBONX vs OSTVX Comparison
Open Charts FBONX vs OSTVX
American Funds American Balanced 529-F-3
Price$39.56
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Osterweis Growth & Income Fund
Price$17.62
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets186.34M
FBONX vs OSTVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 268B vs. OSTVX (186M). OSTVX (2.07) and FBONX (1.97) have matching dividends . FBONX was incepted earlier than OSTVX: FBONX (5 years) vs OSTVX (15 years). OSTVX (0.91) is less costly to investors than FBONX (0.30). FBONX (44.00) and OSTVX (44.00) have comparable annual turnover. 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 : 10.27 vs. OSTVX (0.80). FBONX return over 5 years is better than : 45.24 vs. OSTVX (15.10).
| FBONX | OSTVX | FBONX / OSTVX | |
| Total Expense Ratio | 0.30 | 0.91 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 0.91 | 33% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 16.506 | 9.687 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 186M | 144,086% |
| Annual Yield % from dividends | 1.97 | 2.07 | 95% |
| Returns for 1 year | 10.27 | 0.80 | 1,286% |
| Returns for 3 years | 45.55 | 18.31 | 249% |
| Returns for 5 years | 45.24 | 15.10 | 300% |
| Returns for 10 years | N/A | 57.70 | - |
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