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OSTVX vs RLEFX
OSTVX vs RLEFX Comparison
Open Charts OSTVX vs RLEFX
Osterweis Growth & Income Fund
Price$17.56
Change-$0.05 (-0.28%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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OSTVX vs RLEFX Comparison Chart
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OSTVX vs. RLEFX commentary
Sep 21, 2024
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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. OSTVX (181M). OSTVX (2.53) and RLEFX (2.42) have matching dividends . OSTVX was incepted earlier than RLEFX: OSTVX (14 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 : 24.64 vs. OSTVX (18.29). RLEFX return over 5 years is better than : 40.23 vs. OSTVX (28.41).
| OSTVX | RLEFX | OSTVX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 10.377 | 14.180 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 236B | 0% |
| Annual Yield % from dividends | 2.53 | 2.42 | 105% |
| Returns for 1 year | 18.29 | 24.64 | 74% |
| Returns for 3 years | 0.38 | 15.33 | 2% |
| Returns for 5 years | 28.41 | 40.23 | 71% |
| Returns for 10 years | 43.11 | N/A | - |
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