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OWLSX vs RNPHX
OWLSX vs RNPHX Comparison
Open Charts OWLSX vs RNPHX
Old Westbury Large Cap Strategies
Price$21.46
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets24.96B
American Funds New Perspective R5E
Price$69.20
Change+$0.19 (+0.28%)
VolumeN/A
Net Assets155.12B
OWLSX vs RNPHX Comparison Chart in %
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OWLSX vs. RNPHX commentary
Jul 17, 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: 155B vs. OWLSX (25B). RNPHX pays higher dividends than OWLSX: RNPHX (0.67) vs OWLSX (0.38). 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 : 9.04 vs. OWLSX (5.43). OWLSX return over 5 years is better than : 47.85 vs. RNPHX (40.69).
| 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 | 8.069 | 12.630 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25B | 155B | 16% |
| Annual Yield % from dividends | 0.38 | 0.67 | 57% |
| Returns for 1 year | 5.43 | 9.04 | 60% |
| Returns for 3 years | 51.27 | 45.83 | 112% |
| Returns for 5 years | 47.85 | 40.69 | 118% |
| Returns for 10 years | 67.28 | N/A | - |
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