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FNPFX vs OWLSX
FNPFX vs OWLSX Comparison
Open Charts FNPFX vs OWLSX
American Funds New Perspective F3
Price$65.05
Change+$0.48 (+0.74%)
VolumeN/A
Net Assets146.98B
Old Westbury Large Cap Strategies
Price$20.48
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets25.02B
FNPFX vs OWLSX Comparison Chart
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FNPFX vs. OWLSX commentary
Jan 31, 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 FNPFX is a StrongBuy and OWLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 147B vs. OWLSX (25B). FNPFX pays higher dividends than OWLSX: FNPFX (1.11) vs OWLSX (0.48). FNPFX was incepted earlier than OWLSX: FNPFX (8 years) vs OWLSX (31 years). OWLSX is a more actively managed with annual turnover of: 23.00 vs. FNPFX (17.00). OWLSX has a lower initial minimum investment than FNPFX: OWLSX (1000) vs FNPFX (1000000). FNPFX (16.88) and OWLSX (16.36) have marching annual gain over last year. FNPFX return over 5 years is better than : 41.27 vs. OWLSX (38.41).
| FNPFX | OWLSX | FNPFX / OWLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 31 years | - |
| Gain YTD | 4.750 | 2.673 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 25B | 588% |
| Annual Yield % from dividends | 1.11 | 0.48 | 232% |
| Returns for 1 year | 16.88 | 16.36 | 103% |
| Returns for 3 years | 8.50 | 17.77 | 48% |
| Returns for 5 years | 41.27 | 38.41 | 107% |
| Returns for 10 years | N/A | 65.81 | - |
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