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OWLSX vs RNPHX
OWLSX vs RNPHX Comparison
Open Charts OWLSX vs RNPHX
Old Westbury Large Cap Strategies
Price$20.88
Change+$0.12 (+0.58%)
VolumeN/A
Net Assets24.36B
American Funds New Perspective R5E
Price$66.98
Change+$0.41 (+0.62%)
VolumeN/A
Net Assets150.13B
OWLSX vs RNPHX Comparison Chart
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OWLSX vs. RNPHX commentary
Jun 07, 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 OWLSX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 150B vs. OWLSX (24.4B). RNPHX pays higher dividends than OWLSX: RNPHX (0.70) vs OWLSX (0.40). OWLSX was incepted earlier than RNPHX: OWLSX (32 years) vs RNPHX (10 years). OWLSX (1.09) is less costly to investors than RNPHX (0.56). OWLSX is a more actively managed with annual turnover of: 37.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than OWLSX: RNPHX (250) vs OWLSX (1000). RNPHX annual gain was more profitable for investors over the last year : 9.48 vs. OWLSX (6.68). OWLSX (45.79) and RNPHX (44.59) have equivalent 5 years return.
| OWLSX | RNPHX | OWLSX / RNPHX | |
| Total Expense Ratio | 1.09 | 0.56 | 195% |
| Annual Report Gross Expense Ratio | 1.09 | 0.56 | 195% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 4.690 | 9.017 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 150B | 16% |
| Annual Yield % from dividends | 0.40 | 0.70 | 57% |
| Returns for 1 year | 6.68 | 9.48 | 70% |
| Returns for 3 years | 35.18 | 29.25 | 120% |
| Returns for 5 years | 45.79 | 44.59 | 103% |
| Returns for 10 years | 65.24 | N/A | - |
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