Interact to see
Advertisement
Advertisement
OWLSX vs RNPHX
OWLSX vs RNPHX Comparison
Open Charts OWLSX vs RNPHX
Old Westbury Large Cap Strategies
Price$21.91
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets25.5B
American Funds New Perspective R5E
Price$70.52
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
OWLSX vs RNPHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OWLSX vs. RNPHX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 158B vs. OWLSX (25.5B). RNPHX pays higher dividends than OWLSX: RNPHX (0.67) vs OWLSX (0.38). 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 : 17.23 vs. OWLSX (12.94). OWLSX return over 5 years is better than : 50.96 vs. RNPHX (43.40).
| 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 | 10.489 | 14.779 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.5B | 158B | 16% |
| Annual Yield % from dividends | 0.38 | 0.67 | 57% |
| Returns for 1 year | 12.94 | 17.23 | 75% |
| Returns for 3 years | 52.54 | 45.51 | 115% |
| Returns for 5 years | 50.96 | 43.40 | 117% |
| Returns for 10 years | 74.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JSMD | 79.60 | 0.60 | +0.76% |
| Janus Henderson Small/Md Cp Gr Alpha ETF | |||
| AAPW | 36.36 | 0.22 | +0.61% |
| Roundhill AAPL WeeklyPay ETF | |||
| BBBS | 51.29 | 0.04 | +0.08% |
| BondBloxx BBB Rated 1-5 Yr Corp Bd ETF | |||
| KVLE | 26.57 | N/A | N/A |
| KraneShares Value Line® Dyn Div Eq ETF | |||
| DFAE | 29.77 | -0.03 | -0.10% |
| Dimensional Emerging Core Equity Mkt ETF | |||