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OSTVX vs RLBAX
OSTVX vs RLBAX Comparison
Open Charts OSTVX vs RLBAX
Osterweis Growth & Income Fund
Price$17.16
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets181.3M
American Funds American Balanced R1
Price$36.91
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
OSTVX vs RLBAX Comparison Chart in %
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OSTVX vs. RLBAX commentary
Aug 20, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. OSTVX (181M). OSTVX pays higher dividends than RLBAX: OSTVX (2.12) vs RLBAX (1.17). OSTVX was incepted earlier than RLBAX: OSTVX (15 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than OSTVX (0.91). OSTVX (44.00) and RLBAX (44.00) have comparable annual turnover. RLBAX has a lower initial minimum investment than OSTVX: RLBAX (250) vs OSTVX (5000). RLBAX annual gain was more profitable for investors over the last year : 5.99 vs. OSTVX (0.47). RLBAX return over 5 years is better than : 33.32 vs. OSTVX (19.38).
| OSTVX | RLBAX | OSTVX / RLBAX | |
| Total Expense Ratio | 0.91 | 1.31 | 69% |
| Annual Report Gross Expense Ratio | 0.91 | 1.31 | 69% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 6.271 | 8.801 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 256B | 0% |
| Annual Yield % from dividends | 2.12 | 1.17 | 182% |
| Returns for 1 year | 0.47 | 5.99 | 8% |
| Returns for 3 years | 8.41 | 28.07 | 30% |
| Returns for 5 years | 19.38 | 33.32 | 58% |
| Returns for 10 years | 48.77 | 64.40 | 76% |
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