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OWLSX vs RNPHX
OWLSX vs RNPHX Comparison
Open Charts OWLSX vs RNPHX
Old Westbury Large Cap Strategies
Price$20.48
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets25.02B
American Funds New Perspective R5E
Price$64.35
Change+$0.48 (+0.75%)
VolumeN/A
Net Assets146.98B
OWLSX vs RNPHX Comparison Chart
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OWLSX vs. RNPHX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 147B vs. OWLSX (25B). 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). RNPHX (16.66) and OWLSX (16.36) have marching annual gain over last year. RNPHX (40.30) and OWLSX (38.41) 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 | 2.673 | 4.736 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25B | 147B | 17% |
| Annual Yield % from dividends | 0.48 | 1.00 | 48% |
| Returns for 1 year | 16.36 | 16.66 | 98% |
| Returns for 3 years | 17.77 | 8.08 | 220% |
| Returns for 5 years | 38.41 | 40.30 | 95% |
| Returns for 10 years | 65.81 | N/A | - |
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