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FNPFX vs OWLSX
FNPFX vs OWLSX Comparison
Open Charts FNPFX vs OWLSX
American Funds New Perspective F3
Price$70.00
Change+$0.19 (+0.27%)
VolumeN/A
Net Assets155.12B
Old Westbury Large Cap Strategies
Price$21.46
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets24.96B
FNPFX vs OWLSX Comparison Chart in %
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FNPFX vs. OWLSX commentary
Jul 17, 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: 155B vs. OWLSX (25B). FNPFX pays higher dividends than OWLSX: FNPFX (0.79) vs OWLSX (0.38). 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 : 9.27 vs. OWLSX (5.43). OWLSX return over 5 years is better than : 47.85 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 | 12.721 | 8.069 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 25B | 620% |
| Annual Yield % from dividends | 0.79 | 0.38 | 206% |
| Returns for 1 year | 9.27 | 5.43 | 171% |
| Returns for 3 years | 46.38 | 51.27 | 90% |
| Returns for 5 years | 41.66 | 47.85 | 87% |
| Returns for 10 years | N/A | 67.28 | - |
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