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FNPFX vs OWLSX
FNPFX vs OWLSX Comparison
Open Charts FNPFX vs OWLSX
American Funds New Perspective F3
Price$71.77
Change-$2.68 (-3.60%)
VolumeN/A
Net Assets162.72B
Old Westbury Large Cap Strategies
Price$22.92
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets26.16B
FNPFX vs OWLSX Comparison Chart in %
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FNPFX vs. OWLSX commentary
Feb 04, 2026
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 FNPFX is a Hold and OWLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 163B vs. OWLSX (26.2B). FNPFX pays higher dividends than OWLSX: FNPFX (1.29) vs OWLSX (0.35). FNPFX was incepted earlier than OWLSX: FNPFX (9 years) vs OWLSX (32 years). OWLSX (1.09) is less costly to investors than FNPFX (0.40). OWLSX is a more actively managed with annual turnover of: 37.00 vs. FNPFX (23.00). OWLSX has a lower initial minimum investment than FNPFX: OWLSX (1000) vs FNPFX (1000000). OWLSX annual gain was more profitable for investors over the last year : 14.43 vs. FNPFX (13.35). OWLSX return over 5 years is better than : 31.83 vs. FNPFX (18.39).
| FNPFX | OWLSX | FNPFX / OWLSX | |
| Total Expense Ratio | 0.40 | 1.09 | 37% |
| Annual Report Gross Expense Ratio | 0.40 | 1.09 | 37% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 1.628 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 26.2B | 622% |
| Annual Yield % from dividends | 1.29 | 0.35 | 363% |
| Returns for 1 year | 13.35 | 14.43 | 93% |
| Returns for 3 years | 43.00 | 50.11 | 86% |
| Returns for 5 years | 18.39 | 31.83 | 58% |
| Returns for 10 years | N/A | 109.82 | - |
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