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ANWPX vs OWLSX
ANWPX vs OWLSX Comparison
Open Charts ANWPX vs OWLSX
American Funds New Perspective A
Price$70.51
Change+$0.55 (+0.79%)
VolumeN/A
Net Assets155.4B
Old Westbury Large Cap Strategies
Price$21.81
Change+$0.15 (+0.69%)
VolumeN/A
Net Assets25.19B
ANWPX vs OWLSX Comparison Chart in %
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ANWPX vs. OWLSX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 155B vs. OWLSX (25.2B). ANWPX pays higher dividends than OWLSX: ANWPX (0.50) vs OWLSX (0.38). ANWPX was incepted earlier than OWLSX: ANWPX (52 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 : 18.69 vs. OWLSX (14.95). OWLSX return over 5 years is better than : 45.21 vs. ANWPX (37.59).
| ANWPX | OWLSX | ANWPX / OWLSX | |
| Total Expense Ratio | 0.73 | 1.09 | 67% |
| Annual Report Gross Expense Ratio | 0.73 | 1.09 | 67% |
| Fund Existence | 52 years | 32 years | - |
| Gain YTD | 13.524 | 9.228 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 25.2B | 615% |
| Annual Yield % from dividends | 0.50 | 0.38 | 133% |
| Returns for 1 year | 18.69 | 14.95 | 125% |
| Returns for 3 years | 36.50 | 42.96 | 85% |
| Returns for 5 years | 37.59 | 45.21 | 83% |
| Returns for 10 years | 84.63 | 72.27 | 117% |
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