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OSTVX vs RLBCX
OSTVX vs RLBCX Comparison
Open Charts OSTVX vs RLBCX
Osterweis Growth & Income Fund
Price$17.34
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets184.3M
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
OSTVX vs RLBCX Comparison Chart in %
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OSTVX vs. RLBCX commentary
Oct 19, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. OSTVX (184M). OSTVX pays higher dividends than RLBCX: OSTVX (2.07) vs RLBCX (1.49). OSTVX was incepted earlier than RLBCX: OSTVX (15 years) vs RLBCX (23 years). OSTVX (0.91) and RLBCX (0.89) have similar cost to investors . OSTVX (44.00) and RLBCX (44.00) have comparable annual turnover. RLBCX has a lower initial minimum investment than OSTVX: RLBCX (250) vs OSTVX (5000). RLBCX annual gain was more profitable for investors over the last year : 8.34 vs. OSTVX (0.15). RLBCX return over 5 years is better than : 40.24 vs. OSTVX (16.67).
| OSTVX | RLBCX | OSTVX / RLBCX | |
| Total Expense Ratio | 0.91 | 0.89 | 102% |
| Annual Report Gross Expense Ratio | 0.91 | 0.89 | 102% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 7.944 | 14.364 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 266B | 0% |
| Annual Yield % from dividends | 2.07 | 1.49 | 139% |
| Returns for 1 year | 0.15 | 8.34 | 2% |
| Returns for 3 years | 21.84 | 49.26 | 44% |
| Returns for 5 years | 16.67 | 40.24 | 41% |
| Returns for 10 years | 52.59 | 72.18 | 73% |
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