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FBONX vs OSTVX
FBONX vs OSTVX Comparison
Open Charts FBONX vs OSTVX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Osterweis Growth & Income Fund
Price$17.20
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets181.96M
FBONX vs OSTVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. OSTVX (182M). OSTVX (2.14) and FBONX (2.10) have matching dividends . FBONX was incepted earlier than OSTVX: FBONX (5 years) vs OSTVX (15 years). OSTVX (0.91) 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 : 10.59 vs. OSTVX (2.53).
| 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 | 9.205 | 6.519 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 182M | 139,560% |
| Annual Yield % from dividends | 2.10 | 2.14 | 98% |
| Returns for 1 year | 10.59 | 2.53 | 419% |
| Returns for 3 years | 36.98 | 14.66 | 252% |
| Returns for 5 years | N/A | 23.28 | - |
| Returns for 10 years | N/A | 42.23 | - |
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