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NPFCX vs OWLSX
NPFCX vs OWLSX Comparison
Open Charts NPFCX vs OWLSX
American Funds New Perspective C
Price$66.51
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
NPFCX vs OWLSX Comparison Chart in %
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NPFCX 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 NPFCX is a StrongBuy and OWLSX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 159B vs. OWLSX (25.8B). OWLSX pays higher dividends than NPFCX: OWLSX (0.38) vs NPFCX (0.00). NPFCX was incepted earlier than OWLSX: NPFCX (24 years) vs OWLSX (32 years). NPFCX (1.48) is less costly to investors than OWLSX (1.09). OWLSX is a more actively managed with annual turnover of: 37.00 vs. NPFCX (24.00). NPFCX has a lower initial minimum investment than OWLSX: NPFCX (250) vs OWLSX (1000). NPFCX annual gain was more profitable for investors over the last year : 12.50 vs. OWLSX (11.30). OWLSX return over 5 years is better than : 47.89 vs. NPFCX (32.83).
| NPFCX | OWLSX | NPFCX / OWLSX | |
| Total Expense Ratio | 1.48 | 1.09 | 136% |
| Annual Report Gross Expense Ratio | 1.48 | 1.09 | 136% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 14.870 | 11.901 | 125% |
| Front Load | N/A | 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 | 0.00 | 0.38 | - |
| Returns for 1 year | 12.50 | 11.30 | 111% |
| Returns for 3 years | 31.65 | 42.30 | 75% |
| Returns for 5 years | 32.83 | 47.89 | 69% |
| Returns for 10 years | 77.98 | 77.15 | 101% |
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