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OSTVX vs RLEFX
OSTVX vs RLEFX Comparison
Open Charts OSTVX vs RLEFX
Osterweis Growth & Income Fund
Price$15.46
Change-$0.10 (-0.64%)
VolumeN/A
Net Assets172.58M
American Funds American Balanced R5E
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
OSTVX vs RLEFX Comparison Chart
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OSTVX vs. RLEFX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 225B vs. OSTVX (173M). OSTVX pays higher dividends than RLEFX: OSTVX (2.35) vs RLEFX (2.16). OSTVX was incepted earlier than RLEFX: OSTVX (15 years) vs RLEFX (9 years). OSTVX (0.92) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. OSTVX (32.00). 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 : 2.75 vs. OSTVX (-4.33). RLEFX return over 5 years is better than : 32.76 vs. OSTVX (22.55).
| OSTVX | RLEFX | OSTVX / RLEFX | |
| Total Expense Ratio | 0.92 | 0.40 | 230% |
| Annual Report Gross Expense Ratio | 0.92 | 0.40 | 230% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -4.190 | -3.650 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 225B | 0% |
| Annual Yield % from dividends | 2.35 | 2.16 | 109% |
| Returns for 1 year | -4.33 | 2.75 | -158% |
| Returns for 3 years | -4.79 | 10.47 | -46% |
| Returns for 5 years | 22.55 | 32.76 | 69% |
| Returns for 10 years | 24.96 | N/A | - |
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