Interact to see
Advertisement
Advertisement
OSTVX vs RLBCX
OSTVX vs RLBCX Comparison
Open Charts OSTVX vs RLBCX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 9.002 | 15.604 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 268B | 0% |
| Annual Yield % from dividends | 2.07 | 1.49 | 139% |
| Returns for 1 year | 2.34 | 10.61 | 22% |
| Returns for 3 years | 20.97 | 47.62 | 44% |
| Returns for 5 years | 18.46 | 42.49 | 43% |
| Returns for 10 years | 56.50 | 71.53 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| USNQX | 62.55 | 0.65 | +1.05% |
| Victory NASDAQ-100 Index | |||
| ILGGX | 25.07 | 0.23 | +0.93% |
| Columbia Integrated Large Cap Gr Instl | |||
| GTTMX | 20.93 | 0.13 | +0.63% |
| Glenmede Total Market Plus Eq Ptf | |||
| BRXVX | 17.13 | 0.08 | +0.47% |
| MFS Blended Research Intl Eq R6 | |||
| HDVVX | 15.71 | 0.07 | +0.45% |
| Hartford International Equity R6 | |||