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OWLSX vs RPEBX
OWLSX vs RPEBX Comparison
Open Charts OWLSX vs RPEBX
Old Westbury Large Cap Strategies
Price$20.16
Change+$0.24 (+1.20%)
VolumeN/A
Net Assets24.69B
American Funds New Perspective R2E
Price$62.35
Change+$0.68 (+1.10%)
VolumeN/A
Net Assets145.66B
OWLSX vs RPEBX Comparison Chart
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OWLSX vs. RPEBX commentary
Mar 03, 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: 146B vs. OWLSX (24.7B). OWLSX (0.48) and RPEBX (0.46) have matching dividends . OWLSX was incepted earlier than RPEBX: OWLSX (31 years) vs RPEBX (11 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 : 9.60 vs. RPEBX (8.77). OWLSX return over 5 years is better than : 48.11 vs. RPEBX (44.16).
| OWLSX | RPEBX | OWLSX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 11 years | - |
| Gain YTD | 1.664 | 3.280 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 146B | 17% |
| Annual Yield % from dividends | 0.48 | 0.46 | 104% |
| Returns for 1 year | 9.60 | 8.77 | 109% |
| Returns for 3 years | 22.62 | 12.88 | 176% |
| Returns for 5 years | 48.11 | 44.16 | 109% |
| Returns for 10 years | 57.84 | 64.66 | 89% |
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