Interact to see
Advertisement
Advertisement
OSTVX vs RLEFX
OSTVX vs RLEFX Comparison
Open Charts OSTVX vs RLEFX
Osterweis Growth & Income Fund
Price$17.55
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets190.26M
American Funds American Balanced R5E
Price$37.64
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
OSTVX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OSTVX vs. RLEFX commentary
Dec 27, 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. OSTVX (190M). OSTVX pays higher dividends than RLEFX: OSTVX (2.03) vs RLEFX (1.86). OSTVX was incepted earlier than RLEFX: OSTVX (15 years) vs RLEFX (10 years). OSTVX (0.91) is less costly to investors than RLEFX (0.39). OSTVX (44.00) and RLEFX (44.00) have comparable annual turnover. RLEFX has a lower initial minimum investment than OSTVX: RLEFX (250) vs OSTVX (5000). RLEFX annual gain was more profitable for investors over the last year : 9.35 vs. OSTVX (7.80). RLEFX return over 5 years is better than : 35.69 vs. OSTVX (14.68).
| OSTVX | RLEFX | OSTVX / RLEFX | |
| Total Expense Ratio | 0.91 | 0.39 | 233% |
| Annual Report Gross Expense Ratio | 0.91 | 0.39 | 233% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 9.189 | 10.784 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 269B | 0% |
| Annual Yield % from dividends | 2.03 | 1.86 | 109% |
| Returns for 1 year | 7.80 | 9.35 | 83% |
| Returns for 3 years | 27.51 | 38.41 | 72% |
| Returns for 5 years | 14.68 | 35.69 | 41% |
| Returns for 10 years | 61.42 | 75.88 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement