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OSTVX vs RLEFX
OSTVX vs RLEFX Comparison
Open Charts OSTVX vs RLEFX
Osterweis Growth & Income Fund
Price$16.45
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets183.11M
American Funds American Balanced R5E
Price$34.62
Change-$0.26 (-0.75%)
VolumeN/A
Net Assets239.2B
OSTVX vs RLEFX Comparison Chart
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OSTVX vs. RLEFX commentary
Mar 05, 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 239B vs. OSTVX (183M). OSTVX (2.53) and RLEFX (2.42) have matching dividends . OSTVX was incepted earlier than RLEFX: OSTVX (15 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. OSTVX (33.00). RLEFX has a lower initial minimum investment than OSTVX: RLEFX (250) vs OSTVX (5000). RLEFX annual gain was more profitable for investors over the last year : 6.86 vs. OSTVX (0.57). RLEFX return over 5 years is better than : 33.21 vs. OSTVX (20.39).
| OSTVX | RLEFX | OSTVX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 1.347 | 1.691 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 239B | 0% |
| Annual Yield % from dividends | 2.53 | 2.42 | 105% |
| Returns for 1 year | 0.57 | 6.86 | 8% |
| Returns for 3 years | 0.35 | 15.72 | 2% |
| Returns for 5 years | 20.39 | 33.21 | 61% |
| Returns for 10 years | 34.35 | N/A | - |
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