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OSTVX vs RLEFX
OSTVX vs RLEFX Comparison
Open Charts OSTVX vs RLEFX
Osterweis Growth & Income Fund
Price$17.05
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets183.64M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
OSTVX vs RLEFX Comparison Chart in %
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OSTVX vs. RLEFX commentary
Jul 07, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. OSTVX (184M). OSTVX pays higher dividends than RLEFX: OSTVX (2.14) vs RLEFX (2.01). OSTVX was incepted earlier than RLEFX: OSTVX (15 years) vs RLEFX (10 years). OSTVX (0.92) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. OSTVX (32.00). 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 : 8.07 vs. OSTVX (1.10). RLEFX return over 5 years is better than : 42.56 vs. OSTVX (26.43).
| OSTVX | RLEFX | OSTVX / RLEFX | |
| Total Expense Ratio | 0.92 | 0.39 | 236% |
| Annual Report Gross Expense Ratio | 0.92 | 0.39 | 236% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 5.590 | 8.164 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 252B | 0% |
| Annual Yield % from dividends | 2.14 | 2.01 | 106% |
| Returns for 1 year | 1.10 | 8.07 | 14% |
| Returns for 3 years | 14.95 | 35.76 | 42% |
| Returns for 5 years | 26.43 | 42.56 | 62% |
| Returns for 10 years | 40.53 | N/A | - |
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