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OWLSX vs RNPHX
OWLSX vs RNPHX Comparison
Open Charts OWLSX vs RNPHX
Old Westbury Large Cap Strategies
Price$22.16
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets25.69B
American Funds New Perspective R5E
Price$70.72
Change-$0.47 (-0.66%)
VolumeN/A
Net Assets158.54B
OWLSX vs RNPHX Comparison Chart in %
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OWLSX vs. RNPHX commentary
Aug 30, 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 StrongBuy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 159B vs. OWLSX (25.7B). RNPHX pays higher dividends than OWLSX: RNPHX (0.66) 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 : 11.98 vs. OWLSX (10.10). OWLSX return over 5 years is better than : 42.64 vs. RNPHX (31.36).
| 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 | 12.305 | 15.104 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.7B | 159B | 16% |
| Annual Yield % from dividends | 0.38 | 0.66 | 57% |
| Returns for 1 year | 10.10 | 11.98 | 84% |
| Returns for 3 years | 52.33 | 44.93 | 116% |
| Returns for 5 years | 42.64 | 31.36 | 136% |
| Returns for 10 years | 94.45 | N/A | - |
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