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OSTVX vs RAMHX
OSTVX vs RAMHX Comparison
Open Charts OSTVX vs RAMHX
Osterweis Growth & Income Fund
Price$17.62
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets186.34M
American Funds American Balanced R2E
Price$39.32
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
OSTVX vs RAMHX Comparison Chart in %
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OSTVX vs. RAMHX commentary
Nov 14, 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: 268B vs. OSTVX (186M). OSTVX pays higher dividends than RAMHX: OSTVX (2.07) vs RAMHX (1.33). 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 : 9.44 vs. OSTVX (0.80). RAMHX return over 5 years is better than : 38.60 vs. OSTVX (15.10).
| 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 | 9.687 | 15.785 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 268B | 0% |
| Annual Yield % from dividends | 2.07 | 1.33 | 155% |
| Returns for 1 year | 0.80 | 9.44 | 8% |
| Returns for 3 years | 18.31 | 41.72 | 44% |
| Returns for 5 years | 15.10 | 38.60 | 39% |
| Returns for 10 years | 57.70 | 72.75 | 79% |
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