Ad is loading...
FNPFX vs OWLSX
FNPFX vs OWLSX Comparison
Open Charts FNPFX vs OWLSX
American Funds New Perspective F3
Price$58.60
Change+$0.30 (+0.51%)
VolumeN/A
Net Assets131.19B
Old Westbury Large Cap Strategies
Price$18.56
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets22.26B
FNPFX vs OWLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FNPFX vs. OWLSX commentary
Apr 18, 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: 131B vs. OWLSX (22.3B). FNPFX pays higher dividends than OWLSX: FNPFX (0.90) 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). OWLSX annual gain was more profitable for investors over the last year : 2.48 vs. FNPFX (1.46). OWLSX return over 5 years is better than : 47.22 vs. FNPFX (41.66).
| 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 | -5.636 | -5.144 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 22.3B | 587% |
| Annual Yield % from dividends | 0.90 | 0.42 | 211% |
| Returns for 1 year | 1.46 | 2.48 | 59% |
| Returns for 3 years | 4.67 | 14.69 | 32% |
| Returns for 5 years | 41.66 | 47.22 | 88% |
| Returns for 10 years | N/A | 47.49 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PGF | 13.87 | 0.05 | +0.36% |
| Invesco Financial Preferred ETF | |||
| DFAX | 25.65 | -0.09 | -0.35% |
| Dimensional World ex US Core Eq 2 ETF | |||
| JUNW | 28.74 | -0.33 | -1.14% |
| AllianzIM U.S. Large Cp Buffer20 Jun ETF | |||
| FINX | 26.56 | -0.40 | -1.48% |
| Global X FinTech ETF | |||
| EGUS | 37.38 | -1.23 | -3.18% |
| iShares ESG Aware MSCI USA Growth ETF | |||