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OSTVX vs RLBCX
OSTVX vs RLBCX Comparison
Open Charts OSTVX vs RLBCX
Osterweis Growth & Income Fund
Price$17.64
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets192.78M
American Funds American Balanced R3
Price$38.08
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
OSTVX vs RLBCX Comparison Chart in %
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OSTVX vs. RLBCX commentary
Feb 05, 2026
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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. OSTVX (193M). OSTVX pays higher dividends than RLBCX: OSTVX (2.10) vs RLBCX (1.62). OSTVX was incepted earlier than RLBCX: OSTVX (15 years) vs RLBCX (24 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 : 10.97 vs. OSTVX (7.62). RLBCX return over 5 years is better than : 33.82 vs. OSTVX (12.82).
| 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 | 24 years | - |
| Gain YTD | 0.975 | 2.445 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 270B | 0% |
| Annual Yield % from dividends | 2.10 | 1.62 | 130% |
| Returns for 1 year | 7.62 | 10.97 | 70% |
| Returns for 3 years | 22.23 | 35.49 | 63% |
| Returns for 5 years | 12.82 | 33.82 | 38% |
| Returns for 10 years | 74.33 | 84.49 | 88% |
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