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FBONX vs OSTVX
FBONX vs OSTVX Comparison
Open Charts FBONX vs OSTVX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Osterweis Growth & Income Fund
Price$17.84
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets190.73M
FBONX vs OSTVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. OSTVX (191M). 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 : 9.61 vs. OSTVX (1.26). FBONX return over 5 years is better than : 43.00 vs. OSTVX (13.57).
| 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 | 16.889 | 10.434 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 191M | 140,838% |
| Annual Yield % from dividends | 1.93 | 2.03 | 95% |
| Returns for 1 year | 9.61 | 1.26 | 764% |
| Returns for 3 years | 42.16 | 16.64 | 253% |
| Returns for 5 years | 43.00 | 13.57 | 317% |
| Returns for 10 years | N/A | 58.33 | - |
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