OSTVX
Price
$17.20
Change
+$0.01 (+0.06%)
Updated
Jul 25 closing price
Net Assets
181.96M
RAMHX
Price
$36.99
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
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OSTVX vs RAMHX

Header iconOSTVX vs RAMHX Comparison
Open Charts OSTVX vs RAMHXBanner chart's image
Osterweis Growth & Income Fund
Price$17.20
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets181.96M
American Funds American Balanced R2E
Price$36.99
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
OSTVX vs RAMHX Comparison Chart in %
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OSTVX vs. RAMHX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 254B vs. OSTVX (182M). 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 (0.91). 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 : 9.75 vs. OSTVX (2.53). RAMHX return over 5 years is better than : 36.97 vs. OSTVX (23.28).
OSTVXRAMHXOSTVX / RAMHX
Total Expense Ratio0.911.0488%
Annual Report Gross Expense Ratio0.911.0488%
Fund Existence15 years11 years-
Gain YTD6.5198.74275%
Front LoadN/AN/A-
Min. Initial Investment50002502,000%
Min. Initial Investment IRAN/AN/A-
Net Assets182M254B0%
Annual Yield % from dividends2.141.43150%
Returns for 1 year2.539.7526%
Returns for 3 years14.6633.1544%
Returns for 5 years23.2836.9763%
Returns for 10 years42.2360.2970%
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