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OSTVX vs RLBAX
OSTVX vs RLBAX Comparison
Open Charts OSTVX vs RLBAX
Osterweis Growth & Income Fund
Price$17.30
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets183.47M
American Funds American Balanced R1
Price$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
OSTVX vs RLBAX Comparison Chart in %
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OSTVX vs. RLBAX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. OSTVX (183M). OSTVX pays higher dividends than RLBAX: OSTVX (2.10) vs RLBAX (1.15). 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 : 7.27 vs. OSTVX (-0.54). RLBAX return over 5 years is better than : 40.00 vs. OSTVX (21.80).
| 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 | 7.138 | 12.531 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 263B | 0% |
| Annual Yield % from dividends | 2.10 | 1.15 | 182% |
| Returns for 1 year | -0.54 | 7.27 | -7% |
| Returns for 3 years | 22.12 | 48.19 | 46% |
| Returns for 5 years | 21.80 | 40.00 | 55% |
| Returns for 10 years | 58.66 | 74.51 | 79% |