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OSTVX vs RLEFX
OSTVX vs RLEFX Comparison
Open Charts OSTVX vs RLEFX
Osterweis Growth & Income Fund
Price$16.62
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets180.86M
American Funds American Balanced R5E
Price$35.77
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets242.91B
OSTVX vs RLEFX Comparison Chart
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OSTVX vs. RLEFX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. OSTVX (181M). OSTVX pays higher dividends than RLEFX: OSTVX (2.29) vs RLEFX (2.09). OSTVX was incepted earlier than RLEFX: OSTVX (15 years) vs RLEFX (10 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 : 8.30 vs. OSTVX (-0.03). RLEFX return over 5 years is better than : 35.68 vs. OSTVX (21.02).
| 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 | 10 years | - |
| Gain YTD | 2.214 | 4.659 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 243B | 0% |
| Annual Yield % from dividends | 2.29 | 2.09 | 110% |
| Returns for 1 year | -0.03 | 8.30 | -0% |
| Returns for 3 years | 4.81 | 23.49 | 20% |
| Returns for 5 years | 21.02 | 35.68 | 59% |
| Returns for 10 years | 32.89 | N/A | - |
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