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FBONX vs OSTVX
FBONX vs OSTVX Comparison
Open Charts FBONX vs OSTVX
American Funds American Balanced 529-F-3
Price$37.68
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Osterweis Growth & Income Fund
Price$17.55
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets190.26M
FBONX vs OSTVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. OSTVX (190M). OSTVX (2.03) and FBONX (1.93) 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 : 9.38 vs. OSTVX (7.73). FBONX return over 5 years is better than : 38.47 vs. OSTVX (14.74).
| 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 | 10.969 | 9.251 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 190M | 141,579% |
| Annual Yield % from dividends | 1.93 | 2.03 | 95% |
| Returns for 1 year | 9.38 | 7.73 | 121% |
| Returns for 3 years | 39.16 | 27.76 | 141% |
| Returns for 5 years | 38.47 | 14.74 | 261% |
| Returns for 10 years | N/A | 60.56 | - |
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