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OSTVX vs RAMHX
OSTVX vs RAMHX Comparison
Open Charts OSTVX vs RAMHX
Osterweis Growth & Income Fund
Price$17.20
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets181.82M
American Funds American Balanced R2E
Price$36.99
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
OSTVX vs RAMHX Comparison Chart in %
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OSTVX vs. RAMHX commentary
Jul 26, 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: 254B vs. OSTVX (182M). OSTVX pays higher dividends than RAMHX: OSTVX (2.14) vs RAMHX (1.43). OSTVX was incepted earlier than RAMHX: OSTVX (15 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than OSTVX (0.91). OSTVX (44.00) and RAMHX (44.00) have comparable annual turnover. 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 : 9.75 vs. OSTVX (2.47). RAMHX return over 5 years is better than : 36.97 vs. OSTVX (23.20).
| OSTVX | RAMHX | OSTVX / RAMHX | |
| Total Expense Ratio | 0.91 | 1.04 | 88% |
| Annual Report Gross Expense Ratio | 0.91 | 1.04 | 88% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 6.457 | 8.742 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 254B | 0% |
| Annual Yield % from dividends | 2.14 | 1.43 | 150% |
| Returns for 1 year | 2.47 | 9.75 | 25% |
| Returns for 3 years | 14.60 | 33.15 | 44% |
| Returns for 5 years | 23.20 | 36.97 | 63% |
| Returns for 10 years | 42.15 | 60.29 | 70% |
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