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OWLSX vs RPEBX
OWLSX vs RPEBX Comparison
Open Charts OWLSX vs RPEBX
Old Westbury Large Cap Strategies
Price$21.46
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets24.96B
American Funds New Perspective R2E
Price$67.75
Change+$0.18 (+0.27%)
VolumeN/A
Net Assets155.12B
OWLSX vs RPEBX Comparison Chart in %
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OWLSX vs. RPEBX commentary
Jul 17, 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: 155B vs. OWLSX (25B). OWLSX pays higher dividends than RPEBX: OWLSX (0.38) vs RPEBX (0.12). 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 : 8.27 vs. OWLSX (5.43). OWLSX return over 5 years is better than : 47.85 vs. RPEBX (37.03).
| 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 | 8.069 | 12.225 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25B | 155B | 16% |
| Annual Yield % from dividends | 0.38 | 0.12 | 311% |
| Returns for 1 year | 5.43 | 8.27 | 66% |
| Returns for 3 years | 51.27 | 43.67 | 117% |
| Returns for 5 years | 47.85 | 37.03 | 129% |
| Returns for 10 years | 67.28 | 73.59 | 91% |
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