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OWLSX vs RPEBX
OWLSX vs RPEBX Comparison
Open Charts OWLSX vs RPEBX
Old Westbury Large Cap Strategies
Price$19.71
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets23.27B
American Funds New Perspective R2E
Price$61.53
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
OWLSX vs RPEBX Comparison Chart
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OWLSX vs. RPEBX commentary
May 09, 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: 142B vs. OWLSX (23.3B). 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). RPEBX annual gain was more profitable for investors over the last year : 5.09 vs. OWLSX (4.28). OWLSX return over 5 years is better than : 50.56 vs. RPEBX (43.41).
| 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 | -0.756 | 1.921 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 142B | 16% |
| Annual Yield % from dividends | 0.42 | 0.14 | 306% |
| Returns for 1 year | 4.28 | 5.09 | 84% |
| Returns for 3 years | 35.07 | 26.87 | 131% |
| Returns for 5 years | 50.56 | 43.41 | 116% |
| Returns for 10 years | 53.74 | 58.18 | 92% |
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