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OWLSX vs RNPHX
OWLSX vs RNPHX Comparison
Open Charts OWLSX vs RNPHX
Old Westbury Large Cap Strategies
Price$18.56
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets22.26B
American Funds New Perspective R5E
Price$57.95
Change+$0.29 (+0.50%)
VolumeN/A
Net Assets131.19B
OWLSX vs RNPHX Comparison Chart
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OWLSX vs. RNPHX commentary
Apr 18, 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: 131B vs. OWLSX (22.3B). RNPHX pays higher dividends than OWLSX: RNPHX (0.76) vs OWLSX (0.42). OWLSX was incepted earlier than RNPHX: OWLSX (32 years) vs RNPHX (9 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). OWLSX annual gain was more profitable for investors over the last year : 2.48 vs. RNPHX (1.25). OWLSX return over 5 years is better than : 47.22 vs. RNPHX (40.71).
| 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 | 9 years | - |
| Gain YTD | -5.144 | -5.680 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 131B | 17% |
| Annual Yield % from dividends | 0.42 | 0.76 | 56% |
| Returns for 1 year | 2.48 | 1.25 | 199% |
| Returns for 3 years | 14.69 | 4.26 | 345% |
| Returns for 5 years | 47.22 | 40.71 | 116% |
| Returns for 10 years | 47.49 | N/A | - |
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