FNPFX
Price
$62.41
Change
+$0.09 (+0.14%)
Updated
Dec 20 closing price
OWLSX
Price
$19.94
Change
+$0.18 (+0.91%)
Updated
Dec 20 closing price
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FNPFX vs OWLSX

Header iconFNPFX vs OWLSX Comparison
Open Charts FNPFX vs OWLSXBanner chart's image
American Funds New Perspective F3
Price$62.41
Change+$0.09 (+0.14%)
VolumeN/A
CapitalizationN/A
Old Westbury Large Cap Strategies
Price$19.94
Change+$0.18 (+0.91%)
VolumeN/A
CapitalizationN/A
FNPFX vs OWLSX Comparison Chart
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FNPFX vs. OWLSX commentary
Dec 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 Buy and OWLSX is a Buy.

FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 143B vs. OWLSX (24.4B). 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 : 15.80 vs. FNPFX (13.41). FNPFX (36.37) and OWLSX (35.46) have equivalent 5 years return.
FNPFXOWLSXFNPFX / OWLSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years31 years-
Gain YTD12.62015.33682%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets143B24.4B586%
Annual Yield % from dividends1.110.48232%
Returns for 1 year13.4115.8085%
Returns for 3 years-1.219.90-12%
Returns for 5 years36.3735.46103%
Returns for 10 yearsN/A60.78-
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