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FNPFX vs OWLSX
FNPFX vs OWLSX Comparison
Open Charts FNPFX vs OWLSX
American Funds New Perspective F3
Price$65.79
Change+$0.27 (+0.41%)
VolumeN/A
CapitalizationN/A
Old Westbury Large Cap Strategies
Price$21.19
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FNPFX vs OWLSX Comparison Chart
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FNPFX vs. OWLSX commentary
Nov 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 StrongBuy and OWLSX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 144B vs. OWLSX (25.4B). 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 : 27.91 vs. FNPFX (18.39). OWLSX (42.53) and FNPFX (42.26) 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 | 17.209 | 22.062 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 25.4B | 567% |
| Annual Yield % from dividends | 1.11 | 0.48 | 232% |
| Returns for 1 year | 18.39 | 27.91 | 66% |
| Returns for 3 years | -7.18 | 5.78 | -124% |
| Returns for 5 years | 42.26 | 42.53 | 99% |
| Returns for 10 years | N/A | 65.85 | - |
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