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OSTVX vs RLBEX
OSTVX vs RLBEX Comparison
Open Charts OSTVX vs RLBEX
Osterweis Growth & Income Fund
Price$17.41
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets185.03M
American Funds American Balanced R4
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
OSTVX vs RLBEX Comparison Chart in %
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OSTVX vs. RLBEX commentary
Sep 07, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 258B vs. OSTVX (185M). OSTVX pays higher dividends than RLBEX: OSTVX (2.10) vs RLBEX (1.79). OSTVX was incepted earlier than RLBEX: OSTVX (15 years) vs RLBEX (23 years). OSTVX (0.91) is less costly to investors than RLBEX (0.59). OSTVX (44.00) and RLBEX (44.00) have comparable annual turnover. RLBEX has a lower initial minimum investment than OSTVX: RLBEX (250) vs OSTVX (5000). RLBEX annual gain was more profitable for investors over the last year : 9.94 vs. OSTVX (2.41). RLBEX return over 5 years is better than : 39.68 vs. OSTVX (20.97).
| OSTVX | RLBEX | OSTVX / RLBEX | |
| Total Expense Ratio | 0.91 | 0.59 | 154% |
| Annual Report Gross Expense Ratio | 0.91 | 0.59 | 154% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 7.820 | 11.352 | 69% |
| 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 | 1.79 | 117% |
| Returns for 1 year | 2.41 | 9.94 | 24% |
| Returns for 3 years | 16.28 | 39.85 | 41% |
| Returns for 5 years | 20.97 | 39.68 | 53% |
| Returns for 10 years | 50.73 | 77.45 | 66% |
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