Ad is loading...
Ad is loading...
OWLSX vs RNPHX
OWLSX vs RNPHX Comparison
Open Charts OWLSX vs RNPHX
Old Westbury Large Cap Strategies
Price$21.26
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R5E
Price$65.26
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
OWLSX vs RNPHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OWLSX vs. RNPHX commentary
Nov 26, 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 OWLSX is a StrongBuy and RNPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 144B vs. OWLSX (25.4B). RNPHX pays higher dividends than OWLSX: RNPHX (1.00) vs OWLSX (0.48). OWLSX was incepted earlier than RNPHX: OWLSX (31 years) vs RNPHX (9 years). OWLSX is a more actively managed with annual turnover of: 23.00 vs. RNPHX (17.00). RNPHX has a lower initial minimum investment than OWLSX: RNPHX (250) vs OWLSX (1000). OWLSX annual gain was more profitable for investors over the last year : 28.18 vs. RNPHX (18.65). OWLSX (40.96) and RNPHX (40.44) have equivalent 5 years return.
| OWLSX | RNPHX | OWLSX / RNPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 22.465 | 17.926 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.4B | 144B | 18% |
| Annual Yield % from dividends | 0.48 | 1.00 | 48% |
| Returns for 1 year | 28.18 | 18.65 | 151% |
| Returns for 3 years | 8.37 | -4.25 | -197% |
| Returns for 5 years | 40.96 | 40.44 | 101% |
| Returns for 10 years | 66.15 | N/A | - |