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FNPFX vs OWLSX
FNPFX vs OWLSX Comparison
Open Charts FNPFX vs OWLSX
American Funds New Perspective F3
Price$64.23
Change+$0.70 (+1.10%)
VolumeN/A
Net Assets145.66B
Old Westbury Large Cap Strategies
Price$20.16
Change+$0.24 (+1.20%)
VolumeN/A
Net Assets24.69B
FNPFX vs OWLSX Comparison Chart
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FNPFX vs. OWLSX commentary
Mar 03, 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: 146B vs. OWLSX (24.7B). 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 (9.78) and OWLSX (9.60) have marching annual gain over last year. FNPFX (49.00) and OWLSX (48.11) 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 | 3.430 | 1.664 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 24.7B | 591% |
| Annual Yield % from dividends | 1.11 | 0.48 | 232% |
| Returns for 1 year | 9.78 | 9.60 | 102% |
| Returns for 3 years | 15.00 | 22.62 | 66% |
| Returns for 5 years | 49.00 | 48.11 | 102% |
| Returns for 10 years | N/A | 57.84 | - |
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