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OWLSX vs RNPHX
OWLSX vs RNPHX Comparison
Open Charts OWLSX vs RNPHX
Old Westbury Large Cap Strategies
Price$20.16
Change+$0.24 (+1.20%)
VolumeN/A
Net Assets24.69B
American Funds New Perspective R5E
Price$63.53
Change+$0.70 (+1.11%)
VolumeN/A
Net Assets145.66B
OWLSX vs RNPHX Comparison Chart
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OWLSX vs. RNPHX commentary
Mar 03, 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: 146B vs. OWLSX (24.7B). 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 (9.60) and RNPHX (9.57) have marching annual gain over last year. OWLSX (48.11) and RNPHX (48.01) 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 | 1.664 | 3.402 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 146B | 17% |
| Annual Yield % from dividends | 0.48 | 1.00 | 48% |
| Returns for 1 year | 9.60 | 9.57 | 100% |
| Returns for 3 years | 22.62 | 14.56 | 155% |
| Returns for 5 years | 48.11 | 48.01 | 100% |
| Returns for 10 years | 57.84 | N/A | - |
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