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OSTVX vs RLEFX
OSTVX vs RLEFX Comparison
Open Charts OSTVX vs RLEFX
Osterweis Growth & Income Fund
Price$17.80
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets193.03M
American Funds American Balanced R5E
Price$38.47
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.72B
OSTVX vs RLEFX Comparison Chart in %
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OSTVX vs. RLEFX commentary
Jan 16, 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 Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. OSTVX (193M). OSTVX (2.13) and RLEFX (2.11) have matching dividends . 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 : 13.50 vs. OSTVX (10.57). RLEFX return over 5 years is better than : 38.31 vs. OSTVX (15.03).
| 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 | 2.064 | 2.724 | 76% |
| 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 | 2.13 | 2.11 | 101% |
| Returns for 1 year | 10.57 | 13.50 | 78% |
| Returns for 3 years | 26.39 | 39.10 | 67% |
| Returns for 5 years | 15.03 | 38.31 | 39% |
| Returns for 10 years | 74.68 | 92.23 | 81% |
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