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OSTVX vs RLEFX
OSTVX vs RLEFX Comparison
Open Charts OSTVX vs RLEFX
Osterweis Growth & Income Fund
Price$17.20
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets181.96M
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
OSTVX vs RLEFX Comparison Chart in %
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OSTVX vs. RLEFX commentary
Jul 28, 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: 254B vs. OSTVX (182M). 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 (0.91) 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 : 10.46 vs. OSTVX (2.53). RLEFX return over 5 years is better than : 40.77 vs. OSTVX (23.28).
| 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 | 6.519 | 9.133 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 254B | 0% |
| Annual Yield % from dividends | 2.14 | 2.01 | 106% |
| Returns for 1 year | 2.53 | 10.46 | 24% |
| Returns for 3 years | 14.66 | 35.42 | 41% |
| Returns for 5 years | 23.28 | 40.77 | 57% |
| Returns for 10 years | 42.23 | N/A | - |