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FNPFX vs OWLSX
FNPFX vs OWLSX Comparison
Open Charts FNPFX vs OWLSX
American Funds New Perspective F3
Price$74.70
Change+$0.42 (+0.57%)
VolumeN/A
Net Assets164.4B
Old Westbury Large Cap Strategies
Price$22.98
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets26.2B
FNPFX vs OWLSX Comparison Chart in %
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FNPFX vs. OWLSX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 164B vs. OWLSX (26.2B). FNPFX pays higher dividends than OWLSX: FNPFX (0.75) vs OWLSX (0.36). 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 : 14.34 vs. OWLSX (10.50). OWLSX return over 5 years is better than : 44.97 vs. FNPFX (37.12).
| 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 | 20.290 | 15.431 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 26.2B | 626% |
| Annual Yield % from dividends | 0.75 | 0.36 | 207% |
| Returns for 1 year | 14.34 | 10.50 | 137% |
| Returns for 3 years | 65.68 | 69.72 | 94% |
| Returns for 5 years | 37.12 | 44.97 | 83% |
| Returns for 10 years | N/A | 91.45 | - |
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