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FNPFX vs OWLSX
FNPFX vs OWLSX Comparison
Open Charts FNPFX vs OWLSX
American Funds New Perspective F3
Price$62.41
Change+$0.09 (+0.14%)
VolumeN/A
CapitalizationN/A
Old Westbury Large Cap Strategies
Price$19.94
Change+$0.18 (+0.91%)
VolumeN/A
CapitalizationN/A
FNPFX vs OWLSX Comparison Chart
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FNPFX vs. OWLSX commentary
Dec 23, 2024
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 Buy and OWLSX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 143B vs. OWLSX (24.4B). 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). OWLSX annual gain was more profitable for investors over the last year : 15.80 vs. FNPFX (13.41). FNPFX (36.37) and OWLSX (35.46) have equivalent 5 years return.
| 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 | 12.620 | 15.336 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 24.4B | 586% |
| Annual Yield % from dividends | 1.11 | 0.48 | 232% |
| Returns for 1 year | 13.41 | 15.80 | 85% |
| Returns for 3 years | -1.21 | 9.90 | -12% |
| Returns for 5 years | 36.37 | 35.46 | 103% |
| Returns for 10 years | N/A | 60.78 | - |
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