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OSTVX vs RAMHX
OSTVX vs RAMHX Comparison
Open Charts OSTVX vs RAMHX
Osterweis Growth & Income Fund
Price$17.77
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets189.51M
American Funds American Balanced R2E
Price$39.50
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets271.11B
OSTVX vs RAMHX Comparison Chart in %
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OSTVX vs. RAMHX commentary
Dec 04, 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 StrongBuy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 271B vs. OSTVX (190M). OSTVX pays higher dividends than RAMHX: OSTVX (2.03) vs RAMHX (1.31). OSTVX was incepted earlier than RAMHX: OSTVX (15 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than OSTVX (0.91). OSTVX (44.00) and RAMHX (44.00) have comparable annual turnover. 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 : 8.76 vs. OSTVX (1.26). RAMHX return over 5 years is better than : 36.44 vs. OSTVX (13.57).
| OSTVX | RAMHX | OSTVX / RAMHX | |
| Total Expense Ratio | 0.91 | 1.04 | 88% |
| Annual Report Gross Expense Ratio | 0.91 | 1.04 | 88% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 10.434 | 16.080 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 271B | 0% |
| Annual Yield % from dividends | 2.03 | 1.31 | 155% |
| Returns for 1 year | 1.26 | 8.76 | 14% |
| Returns for 3 years | 16.64 | 38.40 | 43% |
| Returns for 5 years | 13.57 | 36.44 | 37% |
| Returns for 10 years | 58.33 | 69.33 | 84% |