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OSTVX vs RLEFX
OSTVX vs RLEFX Comparison
Open Charts OSTVX vs RLEFX
Osterweis Growth & Income Fund
Price$16.04
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets176.29M
American Funds American Balanced R5E
Price$34.35
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
OSTVX vs RLEFX Comparison Chart
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OSTVX vs. RLEFX commentary
May 09, 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: 234B vs. OSTVX (176M). OSTVX pays higher dividends than RLEFX: OSTVX (2.38) vs RLEFX (2.17). OSTVX was incepted earlier than RLEFX: OSTVX (15 years) vs RLEFX (9 years). OSTVX (0.92) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 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 : 4.93 vs. OSTVX (-3.43). RLEFX return over 5 years is better than : 37.87 vs. OSTVX (23.84).
| OSTVX | RLEFX | OSTVX / RLEFX | |
| Total Expense Ratio | 0.92 | 0.39 | 236% |
| Annual Report Gross Expense Ratio | 0.92 | 0.39 | 236% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -1.665 | 0.504 | -330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 234B | 0% |
| Annual Yield % from dividends | 2.38 | 2.17 | 110% |
| Returns for 1 year | -3.43 | 4.93 | -70% |
| Returns for 3 years | 3.77 | 22.44 | 17% |
| Returns for 5 years | 23.84 | 37.87 | 63% |
| Returns for 10 years | 28.42 | N/A | - |
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