Ad is loading...
OSTVX vs RAMHX
OSTVX vs RAMHX Comparison
Open Charts OSTVX vs RAMHX
Osterweis Growth & Income Fund
Price$16.04
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets176.29M
American Funds American Balanced R2E
Price$34.17
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
OSTVX vs RAMHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSTVX vs. RAMHX commentary
May 09, 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: 234B vs. OSTVX (176M). OSTVX pays higher dividends than RAMHX: OSTVX (2.38) vs RAMHX (1.55). 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 : 4.23 vs. OSTVX (-3.43). RAMHX return over 5 years is better than : 34.08 vs. OSTVX (23.84).
| 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 | -1.665 | 0.256 | -650% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 234B | 0% |
| Annual Yield % from dividends | 2.38 | 1.55 | 154% |
| Returns for 1 year | -3.43 | 4.23 | -81% |
| Returns for 3 years | 3.77 | 20.51 | 18% |
| Returns for 5 years | 23.84 | 34.08 | 70% |
| Returns for 10 years | 28.42 | 46.37 | 61% |
View a ticker or compare two or three
VS
VS
Ad is loading...