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OWLSX vs RNPHX
OWLSX vs RNPHX Comparison
Open Charts OWLSX vs RNPHX
Old Westbury Large Cap Strategies
Price$22.91
Change-$0.35 (-1.50%)
VolumeN/A
Net Assets26.41B
American Funds New Perspective R5E
Price$73.37
Change-$1.22 (-1.64%)
VolumeN/A
Net Assets165.22B
OWLSX vs RNPHX Comparison Chart in %
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OWLSX vs. RNPHX commentary
Nov 14, 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 RNPHX is a Hold.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 165B vs. OWLSX (26.4B). RNPHX pays higher dividends than OWLSX: RNPHX (0.62) vs OWLSX (0.35). OWLSX was incepted earlier than RNPHX: OWLSX (32 years) vs RNPHX (10 years). OWLSX (1.09) is less costly to investors than RNPHX (0.56). OWLSX is a more actively managed with annual turnover of: 37.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than OWLSX: RNPHX (250) vs OWLSX (1000). RNPHX annual gain was more profitable for investors over the last year : 13.24 vs. OWLSX (8.05). OWLSX return over 5 years is better than : 40.89 vs. RNPHX (32.39).
| OWLSX | RNPHX | OWLSX / RNPHX | |
| Total Expense Ratio | 1.09 | 0.56 | 195% |
| Annual Report Gross Expense Ratio | 1.09 | 0.56 | 195% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 15.532 | 19.417 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4B | 165B | 16% |
| Annual Yield % from dividends | 0.35 | 0.62 | 57% |
| Returns for 1 year | 8.05 | 13.24 | 61% |
| Returns for 3 years | 55.98 | 50.18 | 112% |
| Returns for 5 years | 40.89 | 32.39 | 126% |
| Returns for 10 years | 87.01 | N/A | - |
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