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OSTVX vs RAMHX
OSTVX vs RAMHX Comparison
Open Charts OSTVX vs RAMHX
Osterweis Growth & Income Fund
Price$16.78
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets184.34M
American Funds American Balanced R2E
Price$35.20
Change+$0.24 (+0.69%)
VolumeN/A
Net Assets241.03B
OSTVX vs RAMHX Comparison Chart
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OSTVX vs. RAMHX commentary
Jan 31, 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 StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 241B vs. OSTVX (184M). 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 : 11.55 vs. OSTVX (4.46). RAMHX return over 5 years is better than : 31.28 vs. OSTVX (19.28).
| 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 | 2.205 | 3.075 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 241B | 0% |
| Annual Yield % from dividends | 2.53 | 1.84 | 137% |
| Returns for 1 year | 4.46 | 11.55 | 39% |
| Returns for 3 years | 0.06 | 13.58 | 0% |
| Returns for 5 years | 19.28 | 31.28 | 62% |
| Returns for 10 years | 39.04 | 53.35 | 73% |
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