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OSTVX vs RLEFX
OSTVX vs RLEFX Comparison
Open Charts OSTVX vs RLEFX
Osterweis Growth & Income Fund
Price$16.78
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets184.34M
American Funds American Balanced R5E
Price$35.37
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
OSTVX vs RLEFX Comparison Chart
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OSTVX vs. RLEFX commentary
Jan 31, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. OSTVX (184M). 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 : 12.30 vs. OSTVX (4.46). RLEFX return over 5 years is better than : 34.94 vs. OSTVX (19.28).
| 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 | 2.205 | 3.120 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 241B | 0% |
| Annual Yield % from dividends | 2.53 | 2.42 | 105% |
| Returns for 1 year | 4.46 | 12.30 | 36% |
| Returns for 3 years | 0.06 | 15.20 | 0% |
| Returns for 5 years | 19.28 | 34.94 | 55% |
| Returns for 10 years | 39.04 | N/A | - |
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