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OSTVX vs RLBEX
OSTVX vs RLBEX Comparison
Open Charts OSTVX vs RLBEX
Osterweis Growth & Income Fund
Price$17.30
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets183.47M
American Funds American Balanced R4
Price$38.44
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
OSTVX vs RLBEX Comparison Chart in %
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OSTVX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. OSTVX (183M). OSTVX pays higher dividends than RLBEX: OSTVX (2.10) vs RLBEX (1.79). OSTVX was incepted earlier than RLBEX: OSTVX (15 years) vs RLBEX (23 years). OSTVX (0.91) is less costly to investors than RLBEX (0.59). OSTVX (44.00) and RLBEX (44.00) have comparable annual turnover. RLBEX has a lower initial minimum investment than OSTVX: RLBEX (250) vs OSTVX (5000). RLBEX annual gain was more profitable for investors over the last year : 8.10 vs. OSTVX (-0.54). RLBEX return over 5 years is better than : 44.44 vs. OSTVX (21.80).
| OSTVX | RLBEX | OSTVX / RLBEX | |
| Total Expense Ratio | 0.91 | 0.59 | 154% |
| Annual Report Gross Expense Ratio | 0.91 | 0.59 | 154% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 7.138 | 13.159 | 54% |
| 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 | 1.79 | 117% |
| Returns for 1 year | -0.54 | 8.10 | -7% |
| Returns for 3 years | 22.12 | 51.36 | 43% |
| Returns for 5 years | 21.80 | 44.44 | 49% |
| Returns for 10 years | 58.66 | 85.05 | 69% |
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