Interact to see
Advertisement
Advertisement
OSTVX vs RAMHX
OSTVX vs RAMHX Comparison
Open Charts OSTVX vs RAMHX
Osterweis Growth & Income Fund
Price$16.62
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets180.86M
American Funds American Balanced R2E
Price$35.58
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets242.91B
OSTVX vs RAMHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSTVX vs. RAMHX commentary
Jun 05, 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 RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 243B vs. OSTVX (181M). OSTVX pays higher dividends than RAMHX: OSTVX (2.29) vs RAMHX (1.49). OSTVX was incepted earlier than RAMHX: OSTVX (15 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than OSTVX (0.92). RAMHX is a more actively managed with annual turnover of: 44.00 vs. OSTVX (32.00). RAMHX has a lower initial minimum investment than OSTVX: RAMHX (250) vs OSTVX (5000). RAMHX annual gain was more profitable for investors over the last year : 7.63 vs. OSTVX (-0.03). RAMHX return over 5 years is better than : 32.06 vs. OSTVX (21.02).
| OSTVX | RAMHX | OSTVX / RAMHX | |
| Total Expense Ratio | 0.92 | 1.04 | 88% |
| Annual Report Gross Expense Ratio | 0.92 | 1.04 | 88% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 2.214 | 4.393 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 243B | 0% |
| Annual Yield % from dividends | 2.29 | 1.49 | 153% |
| Returns for 1 year | -0.03 | 7.63 | -0% |
| Returns for 3 years | 4.81 | 21.61 | 22% |
| Returns for 5 years | 21.02 | 32.06 | 66% |
| Returns for 10 years | 32.89 | 53.94 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement