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OSTVX vs RAMHX
OSTVX vs RAMHX Comparison
Open Charts OSTVX vs RAMHX
Osterweis Growth & Income Fund
Price$15.46
Change-$0.10 (-0.64%)
VolumeN/A
Net Assets172.58M
American Funds American Balanced R2E
Price$32.78
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
OSTVX vs RAMHX Comparison Chart
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OSTVX vs. RAMHX commentary
Apr 18, 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: 225B vs. OSTVX (173M). OSTVX pays higher dividends than RAMHX: OSTVX (2.35) vs RAMHX (1.54). 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: 171.00 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 : 2.23 vs. OSTVX (-3.93). RAMHX return over 5 years is better than : 29.52 vs. OSTVX (23.57).
| 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 | -3.389 | -3.587 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 225B | 0% |
| Annual Yield % from dividends | 2.35 | 1.54 | 152% |
| Returns for 1 year | -3.93 | 2.23 | -176% |
| Returns for 3 years | -4.16 | 9.02 | -46% |
| Returns for 5 years | 23.57 | 29.52 | 80% |
| Returns for 10 years | 26.41 | 41.54 | 64% |
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