Ad is loading...
OWLSX vs RPEBX
OWLSX vs RPEBX Comparison
Open Charts OWLSX vs RPEBX
Old Westbury Large Cap Strategies
Price$18.56
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets22.26B
American Funds New Perspective R2E
Price$56.83
Change+$0.29 (+0.51%)
VolumeN/A
Net Assets131.19B
OWLSX vs RPEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OWLSX vs. RPEBX commentary
Apr 18, 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 131B vs. OWLSX (22.3B). OWLSX pays higher dividends than RPEBX: OWLSX (0.42) vs RPEBX (0.14). OWLSX was incepted earlier than RPEBX: OWLSX (32 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than OWLSX (1.09). OWLSX is a more actively managed with annual turnover of: 37.00 vs. RPEBX (24.00). 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 : 2.48 vs. RPEBX (-0.34). OWLSX return over 5 years is better than : 47.22 vs. RPEBX (36.36).
| OWLSX | RPEBX | OWLSX / RPEBX | |
| Total Expense Ratio | 1.09 | 1.21 | 90% |
| Annual Report Gross Expense Ratio | 1.09 | 1.21 | 90% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -5.144 | -6.344 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 131B | 17% |
| Annual Yield % from dividends | 0.42 | 0.14 | 303% |
| Returns for 1 year | 2.48 | -0.34 | -730% |
| Returns for 3 years | 14.69 | 1.90 | 771% |
| Returns for 5 years | 47.22 | 36.36 | 130% |
| Returns for 10 years | 47.49 | 48.15 | 99% |
View a ticker or compare two or three
VS
VS
Ad is loading...