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OSTVX vs RLEFX
OSTVX vs RLEFX Comparison
Open Charts OSTVX vs RLEFX
Osterweis Growth & Income Fund
Price$17.77
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets189.51M
American Funds American Balanced R5E
Price$39.72
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
OSTVX vs RLEFX Comparison Chart in %
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OSTVX vs. RLEFX commentary
Dec 04, 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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 271B vs. OSTVX (190M). OSTVX pays higher dividends than RLEFX: OSTVX (2.03) vs RLEFX (1.86). 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 : 9.49 vs. OSTVX (1.26). RLEFX return over 5 years is better than : 40.25 vs. OSTVX (13.57).
| 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 | 10.434 | 16.793 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 271B | 0% |
| Annual Yield % from dividends | 2.03 | 1.86 | 109% |
| Returns for 1 year | 1.26 | 9.49 | 13% |
| Returns for 3 years | 16.64 | 40.99 | 41% |
| Returns for 5 years | 13.57 | 40.25 | 34% |
| Returns for 10 years | 58.33 | 76.50 | 76% |
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