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OSTVX vs RAMHX
OSTVX vs RAMHX Comparison
Open Charts OSTVX vs RAMHX
Osterweis Growth & Income Fund
Price$17.05
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets183.64M
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
OSTVX vs RAMHX Comparison Chart in %
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OSTVX vs. RAMHX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OSTVX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. OSTVX (184M). OSTVX pays higher dividends than RAMHX: OSTVX (2.14) vs RAMHX (1.43). OSTVX was incepted earlier than RAMHX: OSTVX (15 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than OSTVX (0.92). RAMHX is a more actively managed with annual turnover of: 44.00 vs. OSTVX (32.00). RAMHX has a lower initial minimum investment than OSTVX: RAMHX (250) vs OSTVX (5000). RAMHX annual gain was more profitable for investors over the last year : 7.35 vs. OSTVX (1.10). RAMHX return over 5 years is better than : 38.74 vs. OSTVX (26.43).
| OSTVX | RAMHX | OSTVX / RAMHX | |
| Total Expense Ratio | 0.92 | 1.04 | 88% |
| Annual Report Gross Expense Ratio | 0.92 | 1.04 | 88% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 5.590 | 7.830 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 252B | 0% |
| Annual Yield % from dividends | 2.14 | 1.43 | 150% |
| Returns for 1 year | 1.10 | 7.35 | 15% |
| Returns for 3 years | 14.95 | 33.46 | 45% |
| Returns for 5 years | 26.43 | 38.74 | 68% |
| Returns for 10 years | 40.53 | 60.36 | 67% |
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