Interact to see
Advertisement
Advertisement
FNPFX vs OWLSX
FNPFX vs OWLSX Comparison
Open Charts FNPFX vs OWLSX
American Funds New Perspective F3
Price$67.74
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets150.13B
Old Westbury Large Cap Strategies
Price$20.88
Change+$0.12 (+0.58%)
VolumeN/A
Net Assets24.36B
FNPFX vs OWLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FNPFX vs. OWLSX commentary
Jun 07, 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 Buy and OWLSX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 150B vs. OWLSX (24.4B). FNPFX pays higher dividends than OWLSX: FNPFX (0.82) vs OWLSX (0.40). FNPFX was incepted earlier than OWLSX: FNPFX (8 years) vs OWLSX (32 years). OWLSX (1.09) is less costly to investors than FNPFX (0.41). OWLSX is a more actively managed with annual turnover of: 37.00 vs. FNPFX (24.00). OWLSX has a lower initial minimum investment than FNPFX: OWLSX (1000) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 9.70 vs. OWLSX (6.68). OWLSX (45.79) and FNPFX (45.57) have equivalent 5 years return.
| FNPFX | OWLSX | FNPFX / OWLSX | |
| Total Expense Ratio | 0.41 | 1.09 | 38% |
| Annual Report Gross Expense Ratio | 0.41 | 1.09 | 38% |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 9.082 | 4.690 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 24.4B | 615% |
| Annual Yield % from dividends | 0.82 | 0.40 | 207% |
| Returns for 1 year | 9.70 | 6.68 | 145% |
| Returns for 3 years | 29.75 | 35.18 | 85% |
| Returns for 5 years | 45.57 | 45.79 | 100% |
| Returns for 10 years | N/A | 65.24 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers