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OSTVX vs RLBEX
OSTVX vs RLBEX Comparison
Open Charts OSTVX vs RLBEX
Osterweis Growth & Income Fund
Price$17.49
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets186.13M
American Funds American Balanced R4
Price$38.90
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
OSTVX vs RLBEX Comparison Chart in %
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OSTVX vs. RLBEX commentary
Oct 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. OSTVX (186M). RLBEX pays higher dividends than OSTVX: RLBEX (1.74) vs OSTVX (1.59). 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 : 9.85 vs. OSTVX (1.64). RLBEX return over 5 years is better than : 45.00 vs. OSTVX (21.00).
| 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 | 8.315 | 14.513 | 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 | 266B | 0% |
| Annual Yield % from dividends | 1.59 | 1.74 | 92% |
| Returns for 1 year | 1.64 | 9.85 | 17% |
| Returns for 3 years | 19.52 | 47.24 | 41% |
| Returns for 5 years | 21.00 | 45.00 | 47% |
| Returns for 10 years | 54.52 | 80.90 | 67% |
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