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OSTVX vs RLBCX
OSTVX vs RLBCX Comparison
Open Charts OSTVX vs RLBCX
Osterweis Growth & Income Fund
Price$17.41
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets184.64M
American Funds American Balanced R3
Price$37.73
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
OSTVX vs RLBCX Comparison Chart in %
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OSTVX vs. RLBCX commentary
Sep 06, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 258B vs. OSTVX (185M). OSTVX pays higher dividends than RLBCX: OSTVX (2.10) vs RLBCX (1.53). 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 : 9.58 vs. OSTVX (2.17). RLBCX return over 5 years is better than : 37.90 vs. OSTVX (20.69).
| 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 | 7.572 | 11.127 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 258B | 0% |
| Annual Yield % from dividends | 2.10 | 1.53 | 137% |
| Returns for 1 year | 2.17 | 9.58 | 23% |
| Returns for 3 years | 16.01 | 38.72 | 41% |
| Returns for 5 years | 20.69 | 37.90 | 55% |
| Returns for 10 years | 50.39 | 72.02 | 70% |
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