OSTVX
Price
$17.51
Change
+$0.06 (+0.34%)
Updated
Oct 24 closing price
Net Assets
186M
RLBEX
Price
$39.36
Change
+$0.27 (+0.69%)
Updated
Oct 24 closing price
Net Assets
268.39B
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OSTVX vs RLBEX

Header iconOSTVX vs RLBEX Comparison
Open Charts OSTVX vs RLBEXBanner chart's image
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.

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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).
OSTVXRLBEXOSTVX / RLBEX
Total Expense Ratio0.910.59154%
Annual Report Gross Expense Ratio0.910.59154%
Fund Existence15 years23 years-
Gain YTD9.00215.86757%
Front LoadN/AN/A-
Min. Initial Investment50002502,000%
Min. Initial Investment IRAN/AN/A-
Net Assets186M268B0%
Annual Yield % from dividends2.071.74119%
Returns for 1 year2.3410.9721%
Returns for 3 years20.9748.8743%
Returns for 5 years18.4644.3142%
Returns for 10 years56.5077.0173%
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