OSTVX
Price
$17.05
Change
+$0.10 (+0.59%)
Updated
Jul 3 closing price
Net Assets
183.64M
RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
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OSTVX vs RLEFX

Header iconOSTVX vs RLEFX Comparison
Open Charts OSTVX vs RLEFXBanner chart's image
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.

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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).
OSTVXRLEFXOSTVX / RLEFX
Total Expense Ratio0.920.39236%
Annual Report Gross Expense Ratio0.920.39236%
Fund Existence15 years10 years-
Gain YTD5.5908.16468%
Front LoadN/AN/A-
Min. Initial Investment50002502,000%
Min. Initial Investment IRAN/AN/A-
Net Assets184M252B0%
Annual Yield % from dividends2.142.01106%
Returns for 1 year1.108.0714%
Returns for 3 years14.9535.7642%
Returns for 5 years26.4342.5662%
Returns for 10 years40.53N/A-
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