OSTVX
Price
$17.51
Change
+$0.06 (+0.34%)
Updated
Oct 24 closing price
Net Assets
186M
RLBCX
Price
$39.17
Change
+$0.27 (+0.69%)
Updated
Oct 24 closing price
Net Assets
268.39B
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OSTVX vs RLBCX

Header iconOSTVX vs RLBCX Comparison
Open Charts OSTVX vs RLBCXBanner chart's image
Osterweis Growth & Income Fund
Price$17.51
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets186M
American Funds American Balanced R3
Price$39.17
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
OSTVX vs RLBCX Comparison Chart in %
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OSTVX vs. RLBCX commentary
Oct 27, 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 Hold and RLBCX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 268B vs. OSTVX (186M). OSTVX pays higher dividends than RLBCX: OSTVX (2.07) vs RLBCX (1.49). OSTVX was incepted earlier than RLBCX: OSTVX (15 years) vs RLBCX (23 years). OSTVX (0.91) and RLBCX (0.89) have similar cost to investors . OSTVX (44.00) and RLBCX (44.00) have comparable annual turnover. RLBCX has a lower initial minimum investment than OSTVX: RLBCX (250) vs OSTVX (5000). RLBCX annual gain was more profitable for investors over the last year : 10.61 vs. OSTVX (2.34). RLBCX return over 5 years is better than : 42.49 vs. OSTVX (18.46).
OSTVXRLBCXOSTVX / RLBCX
Total Expense Ratio0.910.89102%
Annual Report Gross Expense Ratio0.910.89102%
Fund Existence15 years23 years-
Gain YTD9.00215.60458%
Front LoadN/AN/A-
Min. Initial Investment50002502,000%
Min. Initial Investment IRAN/AN/A-
Net Assets186M268B0%
Annual Yield % from dividends2.071.49139%
Returns for 1 year2.3410.6122%
Returns for 3 years20.9747.6244%
Returns for 5 years18.4642.4943%
Returns for 10 years56.5071.5379%
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