Interact to see
Advertisement
Advertisement
OSTVX vs RLBCX
OSTVX vs RLBCX Comparison
Open Charts OSTVX vs RLBCX
Osterweis Growth & Income Fund
Price$17.29
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets184.11M
American Funds American Balanced R3
Price$38.43
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
OSTVX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OSTVX vs. RLBCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 264B vs. OSTVX (184M). OSTVX pays higher dividends than RLBCX: OSTVX (2.07) vs RLBCX (1.46). 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 : 8.46 vs. OSTVX (1.18). RLBCX return over 5 years is better than : 36.24 vs. OSTVX (12.94).
| OSTVX | RLBCX | OSTVX / RLBCX | |
| Total Expense Ratio | 0.91 | 0.89 | 102% |
| Annual Report Gross Expense Ratio | 0.91 | 0.89 | 102% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 8.193 | 13.420 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 264B | 0% |
| Annual Yield % from dividends | 2.07 | 1.46 | 141% |
| Returns for 1 year | 1.18 | 8.46 | 14% |
| Returns for 3 years | 16.70 | 39.37 | 42% |
| Returns for 5 years | 12.94 | 36.24 | 36% |
| Returns for 10 years | 54.24 | 67.41 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement