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FNPFX vs OWLSX
FNPFX vs OWLSX Comparison
Open Charts FNPFX vs OWLSX
American Funds New Perspective F3
Price$72.63
Change-$0.63 (-0.86%)
VolumeN/A
Net Assets160.3B
Old Westbury Large Cap Strategies
Price$22.47
Change-$0.22 (-0.97%)
VolumeN/A
Net Assets25.73B
FNPFX vs OWLSX Comparison Chart in %
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FNPFX vs. OWLSX commentary
Nov 19, 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 Hold and OWLSX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 160B vs. OWLSX (25.7B). FNPFX pays higher dividends than OWLSX: FNPFX (0.73) vs OWLSX (0.35). FNPFX was incepted earlier than OWLSX: FNPFX (9 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 : 12.59 vs. OWLSX (8.39). OWLSX return over 5 years is better than : 39.87 vs. FNPFX (28.50).
| FNPFX | OWLSX | FNPFX / OWLSX | |
| Total Expense Ratio | 0.41 | 1.09 | 38% |
| Annual Report Gross Expense Ratio | 0.41 | 1.09 | 38% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 16.957 | 14.423 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 25.7B | 623% |
| Annual Yield % from dividends | 0.73 | 0.35 | 206% |
| Returns for 1 year | 12.59 | 8.39 | 150% |
| Returns for 3 years | 47.44 | 53.96 | 88% |
| Returns for 5 years | 28.50 | 39.87 | 71% |
| Returns for 10 years | N/A | 81.97 | - |
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