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NPFCX vs OWLSX
NPFCX vs OWLSX Comparison
Open Charts NPFCX vs OWLSX
American Funds New Perspective C
Price$65.44
Change+$0.51 (+0.79%)
VolumeN/A
Net Assets155.4B
Old Westbury Large Cap Strategies
Price$21.81
Change+$0.15 (+0.69%)
VolumeN/A
Net Assets25.19B
NPFCX vs OWLSX Comparison Chart in %
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NPFCX vs. OWLSX commentary
Aug 08, 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 NPFCX is a Hold and OWLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 155B vs. OWLSX (25.2B). OWLSX pays higher dividends than NPFCX: OWLSX (0.38) vs NPFCX (0.00). NPFCX was incepted earlier than OWLSX: NPFCX (24 years) vs OWLSX (32 years). NPFCX (1.48) is less costly to investors than OWLSX (1.09). OWLSX is a more actively managed with annual turnover of: 37.00 vs. NPFCX (24.00). NPFCX has a lower initial minimum investment than OWLSX: NPFCX (250) vs OWLSX (1000). NPFCX annual gain was more profitable for investors over the last year : 17.42 vs. OWLSX (14.95). OWLSX return over 5 years is better than : 45.21 vs. NPFCX (31.88).
| NPFCX | OWLSX | NPFCX / OWLSX | |
| Total Expense Ratio | 1.48 | 1.09 | 136% |
| Annual Report Gross Expense Ratio | 1.48 | 1.09 | 136% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 13.022 | 9.228 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 25.2B | 615% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | 17.42 | 14.95 | 117% |
| Returns for 3 years | 33.46 | 42.96 | 78% |
| Returns for 5 years | 31.88 | 45.21 | 71% |
| Returns for 10 years | 74.70 | 72.27 | 103% |
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