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OSTVX vs RLBEX
OSTVX vs RLBEX Comparison
Open Charts OSTVX vs RLBEX
Osterweis Growth & Income Fund
Price$17.51
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets186M
American Funds American Balanced R4
Price$39.36
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
OSTVX vs RLBEX Comparison Chart in %
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OSTVX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 268B vs. OSTVX (186M). OSTVX pays higher dividends than RLBEX: OSTVX (2.07) vs RLBEX (1.74). 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 : 10.97 vs. OSTVX (2.34). RLBEX return over 5 years is better than : 44.31 vs. OSTVX (18.46).
| 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 | 9.002 | 15.867 | 57% |
| 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 | 1.74 | 119% |
| Returns for 1 year | 2.34 | 10.97 | 21% |
| Returns for 3 years | 20.97 | 48.87 | 43% |
| Returns for 5 years | 18.46 | 44.31 | 42% |
| Returns for 10 years | 56.50 | 77.01 | 73% |
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