Interact to see
Advertisement
Advertisement
ANWPX vs OWLSX
ANWPX vs OWLSX Comparison
Open Charts ANWPX vs OWLSX
American Funds New Perspective A
Price$72.44
Change-$0.63 (-0.86%)
VolumeN/A
Net Assets160.3B
Old Westbury Large Cap Strategies
Price$22.47
Change-$0.22 (-0.97%)
VolumeN/A
Net Assets25.73B
ANWPX vs OWLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. OWLSX commentary
Nov 19, 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 ANWPX is a Hold and OWLSX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 160B vs. OWLSX (25.7B). ANWPX pays higher dividends than OWLSX: ANWPX (0.47) vs OWLSX (0.35). ANWPX was incepted earlier than OWLSX: ANWPX (53 years) vs OWLSX (32 years). OWLSX (1.09) is less costly to investors than ANWPX (0.73). OWLSX is a more actively managed with annual turnover of: 37.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than OWLSX: ANWPX (250) vs OWLSX (1000). ANWPX annual gain was more profitable for investors over the last year : 12.26 vs. OWLSX (8.39). OWLSX return over 5 years is better than : 39.87 vs. ANWPX (27.28).
| ANWPX | OWLSX | ANWPX / OWLSX | |
| Total Expense Ratio | 0.73 | 1.09 | 67% |
| Annual Report Gross Expense Ratio | 0.73 | 1.09 | 67% |
| Fund Existence | 53 years | 32 years | - |
| Gain YTD | 16.632 | 14.423 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 25.7B | 623% |
| Annual Yield % from dividends | 0.47 | 0.35 | 133% |
| Returns for 1 year | 12.26 | 8.39 | 146% |
| Returns for 3 years | 46.56 | 53.96 | 86% |
| Returns for 5 years | 27.28 | 39.87 | 68% |
| Returns for 10 years | 88.81 | 81.97 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement