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OWLSX vs RPEBX
OWLSX vs RPEBX Comparison
Open Charts OWLSX vs RPEBX
Old Westbury Large Cap Strategies
Price$19.94
Change+$0.18 (+0.91%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R2E
Price$60.68
Change+$0.08 (+0.13%)
VolumeN/A
CapitalizationN/A
OWLSX vs RPEBX Comparison Chart
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OWLSX vs. RPEBX commentary
Dec 23, 2024
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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 143B vs. OWLSX (24.4B). OWLSX (0.48) and RPEBX (0.46) have matching dividends . OWLSX was incepted earlier than RPEBX: OWLSX (31 years) vs RPEBX (10 years). OWLSX is a more actively managed with annual turnover of: 23.00 vs. RPEBX (17.00). RPEBX has a lower initial minimum investment than OWLSX: RPEBX (250) vs OWLSX (1000). OWLSX annual gain was more profitable for investors over the last year : 15.80 vs. RPEBX (12.38). OWLSX return over 5 years is better than : 35.46 vs. RPEBX (31.90).
| OWLSX | RPEBX | OWLSX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | 15.336 | 11.634 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 143B | 17% |
| Annual Yield % from dividends | 0.48 | 0.46 | 104% |
| Returns for 1 year | 15.80 | 12.38 | 128% |
| Returns for 3 years | 9.90 | -3.05 | -325% |
| Returns for 5 years | 35.46 | 31.90 | 111% |
| Returns for 10 years | 60.78 | 57.98 | 105% |
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