Ad is loading...
FNPFX vs OWLSX
FNPFX vs OWLSX Comparison
Open Charts FNPFX vs OWLSX
American Funds New Perspective F3
Price$63.48
Change+$0.14 (+0.22%)
VolumeN/A
Net Assets141.81B
Old Westbury Large Cap Strategies
Price$19.71
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets23.27B
FNPFX vs OWLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FNPFX vs. OWLSX commentary
May 09, 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: 142B vs. OWLSX (23.3B). FNPFX pays higher dividends than OWLSX: FNPFX (0.88) vs OWLSX (0.42). 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 : 6.07 vs. OWLSX (4.28). OWLSX (50.56) and FNPFX (48.23) 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 | 2.222 | -0.756 | -294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 23.3B | 609% |
| Annual Yield % from dividends | 0.88 | 0.42 | 209% |
| Returns for 1 year | 6.07 | 4.28 | 142% |
| Returns for 3 years | 29.28 | 35.07 | 83% |
| Returns for 5 years | 48.23 | 50.56 | 95% |
| Returns for 10 years | N/A | 53.74 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...