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OSTVX vs RAMHX
OSTVX vs RAMHX Comparison
Open Charts OSTVX vs RAMHX
Osterweis Growth & Income Fund
Price$17.53
Change-$0.19 (-1.07%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$35.93
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
OSTVX vs RAMHX Comparison Chart
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OSTVX vs. RAMHX commentary
Nov 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. OSTVX (186M). 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 : 20.31 vs. OSTVX (14.33). RAMHX return over 5 years is better than : 32.43 vs. OSTVX (26.93).
| 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 | 10.189 | 13.582 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 236B | 0% |
| Annual Yield % from dividends | 2.53 | 1.84 | 137% |
| Returns for 1 year | 14.33 | 20.31 | 71% |
| Returns for 3 years | -5.53 | 9.39 | -59% |
| Returns for 5 years | 26.93 | 32.43 | 83% |
| Returns for 10 years | 40.87 | 46.74 | 87% |
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