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OWLSX vs RNPHX
OWLSX vs RNPHX Comparison
Open Charts OWLSX vs RNPHX
Old Westbury Large Cap Strategies
Price$19.71
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets23.27B
American Funds New Perspective R5E
Price$62.77
Change+$0.14 (+0.22%)
VolumeN/A
Net Assets141.81B
OWLSX vs RNPHX Comparison Chart
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OWLSX vs. RNPHX commentary
May 09, 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: 142B vs. OWLSX (23.3B). RNPHX pays higher dividends than OWLSX: RNPHX (0.74) 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). RNPHX annual gain was more profitable for investors over the last year : 5.85 vs. OWLSX (4.28). OWLSX return over 5 years is better than : 50.56 vs. RNPHX (47.24).
| 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 | -0.756 | 2.165 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 142B | 16% |
| Annual Yield % from dividends | 0.42 | 0.74 | 56% |
| Returns for 1 year | 4.28 | 5.85 | 73% |
| Returns for 3 years | 35.07 | 28.77 | 122% |
| Returns for 5 years | 50.56 | 47.24 | 107% |
| Returns for 10 years | 53.74 | N/A | - |