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OSTVX vs RAMHX
OSTVX vs RAMHX Comparison
Open Charts OSTVX vs RAMHX
Osterweis Growth & Income Fund
Price$17.56
Change-$0.05 (-0.28%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$35.95
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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OSTVX vs RAMHX Comparison Chart
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OSTVX vs. RAMHX commentary
Sep 21, 2024
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 RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. OSTVX (181M). OSTVX pays higher dividends than RAMHX: OSTVX (2.53) vs RAMHX (1.84). OSTVX was incepted earlier than RAMHX: OSTVX (14 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. OSTVX (33.00). 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 : 23.83 vs. OSTVX (18.29). RAMHX return over 5 years is better than : 36.53 vs. OSTVX (28.41).
| OSTVX | RAMHX | OSTVX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 10.377 | 13.646 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 236B | 0% |
| Annual Yield % from dividends | 2.53 | 1.84 | 137% |
| Returns for 1 year | 18.29 | 23.83 | 77% |
| Returns for 3 years | 0.38 | 13.68 | 3% |
| Returns for 5 years | 28.41 | 36.53 | 78% |
| Returns for 10 years | 43.11 | 50.16 | 86% |
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