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OSTVX vs RAMHX
OSTVX vs RAMHX Comparison
Open Charts OSTVX vs RAMHX
Osterweis Growth & Income Fund
Price$16.35
Change-$0.32 (-1.92%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$34.08
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
OSTVX vs RAMHX Comparison Chart
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OSTVX vs. RAMHX commentary
Dec 19, 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 Buy and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 241B vs. OSTVX (185M). 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 : 12.16 vs. OSTVX (6.68). RAMHX return over 5 years is better than : 30.35 vs. OSTVX (21.74).
| 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 | 5.431 | 11.169 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 241B | 0% |
| Annual Yield % from dividends | 2.53 | 1.84 | 137% |
| Returns for 1 year | 6.68 | 12.16 | 55% |
| Returns for 3 years | -2.74 | 10.76 | -25% |
| Returns for 5 years | 21.74 | 30.35 | 72% |
| Returns for 10 years | 39.53 | 42.75 | 92% |
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