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OWLSX vs RPEBX
OWLSX vs RPEBX Comparison
Open Charts OWLSX vs RPEBX
Old Westbury Large Cap Strategies
Price$20.70
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets24.24B
American Funds New Perspective R2E
Price$65.32
Change+$0.07 (+0.11%)
VolumeN/A
Net Assets150.22B
OWLSX vs RPEBX Comparison Chart in %
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OWLSX vs. RPEBX commentary
Jun 20, 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: 150B vs. OWLSX (24.2B). OWLSX pays higher dividends than RPEBX: OWLSX (0.40) vs RPEBX (0.13). 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 : 7.46 vs. OWLSX (4.24). OWLSX return over 5 years is better than : 48.34 vs. RPEBX (40.71).
| 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 | 4.387 | 8.199 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 150B | 16% |
| Annual Yield % from dividends | 0.40 | 0.13 | 309% |
| Returns for 1 year | 4.24 | 7.46 | 57% |
| Returns for 3 years | 50.84 | 42.29 | 120% |
| Returns for 5 years | 48.34 | 40.71 | 119% |
| Returns for 10 years | 63.03 | 68.82 | 92% |