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OWLSX vs RPEBX
OWLSX vs RPEBX Comparison
Open Charts OWLSX vs RPEBX
Old Westbury Large Cap Strategies
Price$20.48
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets25.02B
American Funds New Perspective R2E
Price$63.19
Change+$0.46 (+0.73%)
VolumeN/A
Net Assets146.98B
OWLSX vs RPEBX Comparison Chart
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OWLSX vs. RPEBX 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 RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 147B vs. OWLSX (25B). 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 (16.36) and RPEBX (15.81) have marching annual gain over last year. OWLSX (38.41) and RPEBX (36.65) have equivalent 5 years return.
| 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 | 2.673 | 4.671 | 57% |
| 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 | 0.46 | 104% |
| Returns for 1 year | 16.36 | 15.81 | 103% |
| Returns for 3 years | 17.77 | 6.49 | 274% |
| Returns for 5 years | 38.41 | 36.65 | 105% |
| Returns for 10 years | 65.81 | 74.96 | 88% |
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