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ANWPX vs OWLSX
ANWPX vs OWLSX Comparison
Open Charts ANWPX vs OWLSX
American Funds New Perspective A
Price$71.68
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Old Westbury Large Cap Strategies
Price$22.19
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets25.75B
ANWPX vs OWLSX Comparison Chart in %
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ANWPX vs. OWLSX commentary
Aug 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 ANWPX is a StrongBuy and OWLSX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. OWLSX (25.8B). ANWPX pays higher dividends than OWLSX: ANWPX (0.50) vs OWLSX (0.38). ANWPX was incepted earlier than OWLSX: ANWPX (52 years) vs OWLSX (32 years). OWLSX (1.09) is less costly to investors than ANWPX (0.73). OWLSX is a more actively managed with annual turnover of: 37.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than OWLSX: ANWPX (250) vs OWLSX (1000). ANWPX annual gain was more profitable for investors over the last year : 15.53 vs. OWLSX (11.30). OWLSX return over 5 years is better than : 47.89 vs. ANWPX (38.52).
| ANWPX | OWLSX | ANWPX / OWLSX | |
| Total Expense Ratio | 0.73 | 1.09 | 67% |
| Annual Report Gross Expense Ratio | 0.73 | 1.09 | 67% |
| Fund Existence | 52 years | 32 years | - |
| Gain YTD | 15.344 | 11.901 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 25.8B | 616% |
| Annual Yield % from dividends | 0.50 | 0.38 | 133% |
| Returns for 1 year | 15.53 | 11.30 | 137% |
| Returns for 3 years | 34.28 | 42.30 | 81% |
| Returns for 5 years | 38.52 | 47.89 | 80% |
| Returns for 10 years | 87.54 | 77.15 | 113% |
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