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OSTVX vs RLBCX
OSTVX vs RLBCX Comparison
Open Charts OSTVX vs RLBCX
Osterweis Growth & Income Fund
Price$17.19
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets181.45M
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
OSTVX vs RLBCX Comparison Chart in %
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OSTVX vs. RLBCX commentary
Aug 17, 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: 256B vs. OSTVX (181M). OSTVX pays higher dividends than RLBCX: OSTVX (2.12) vs RLBCX (1.56). 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 : 7.61 vs. OSTVX (1.40). RLBCX return over 5 years is better than : 36.26 vs. OSTVX (19.74).
| 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 | 6.457 | 9.537 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 256B | 0% |
| Annual Yield % from dividends | 2.12 | 1.56 | 137% |
| Returns for 1 year | 1.40 | 7.61 | 18% |
| Returns for 3 years | 6.90 | 28.47 | 24% |
| Returns for 5 years | 19.74 | 36.26 | 54% |
| Returns for 10 years | 43.76 | 63.18 | 69% |
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