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OSTVX vs RLEFX
OSTVX vs RLEFX Comparison
Open Charts OSTVX vs RLEFX
Osterweis Growth & Income Fund
Price$17.62
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets186.34M
American Funds American Balanced R5E
Price$39.53
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets268.19B
OSTVX vs RLEFX Comparison Chart in %
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OSTVX vs. RLEFX commentary
Nov 14, 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: 268B vs. OSTVX (186M). OSTVX pays higher dividends than RLEFX: OSTVX (2.07) vs RLEFX (1.89). 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 : 10.17 vs. OSTVX (0.80). RLEFX return over 5 years is better than : 42.48 vs. OSTVX (15.10).
| 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 | 9.687 | 16.440 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 268B | 0% |
| Annual Yield % from dividends | 2.07 | 1.89 | 109% |
| Returns for 1 year | 0.80 | 10.17 | 8% |
| Returns for 3 years | 18.31 | 44.34 | 41% |
| Returns for 5 years | 15.10 | 42.48 | 36% |
| Returns for 10 years | 57.70 | N/A | - |
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