Interact to see
Advertisement
Advertisement
FBONX vs OSTVX
FBONX vs OSTVX Comparison
Open Charts FBONX vs OSTVX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Osterweis Growth & Income Fund
Price$16.65
Change-$0.15 (-0.89%)
VolumeN/A
Net Assets179.78M
FBONX vs OSTVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. OSTVX (180M). OSTVX (2.29) and FBONX (2.18) 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 : 5.58 vs. OSTVX (-0.90).
| FBONX | OSTVX | FBONX / OSTVX | |
| Total Expense Ratio | 0.30 | 0.92 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 0.92 | 33% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 4.568 | 2.522 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 180M | 135,556% |
| Annual Yield % from dividends | 2.18 | 2.29 | 95% |
| Returns for 1 year | 5.58 | -0.90 | -622% |
| Returns for 3 years | 34.82 | 12.63 | 276% |
| Returns for 5 years | N/A | 25.60 | - |
| Returns for 10 years | N/A | 34.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement