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FBONX vs OSTVX
FBONX vs OSTVX Comparison
Open Charts FBONX vs OSTVX
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).
| 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 | 8.208 | 5.590 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 184M | 136,957% |
| Annual Yield % from dividends | 2.10 | 2.14 | 98% |
| Returns for 1 year | 8.16 | 1.10 | 740% |
| Returns for 3 years | 37.33 | 14.95 | 250% |
| Returns for 5 years | N/A | 26.43 | - |
| Returns for 10 years | N/A | 40.53 | - |
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