Interact to see
Advertisement
Advertisement
OWLSX vs RPEBX
OWLSX vs RPEBX Comparison
Open Charts OWLSX vs RPEBX
Old Westbury Large Cap Strategies
Price$20.74
Change-$0.25 (-1.19%)
VolumeN/A
Net Assets24.29B
American Funds New Perspective R2E
Price$65.47
Change-$0.78 (-1.18%)
VolumeN/A
Net Assets150.58B
OWLSX vs RPEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OWLSX vs. RPEBX commentary
Jun 15, 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 151B vs. OWLSX (24.3B). OWLSX pays higher dividends than RPEBX: OWLSX (0.40) vs RPEBX (0.13). OWLSX was incepted earlier than RPEBX: OWLSX (32 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than OWLSX (1.09). OWLSX is a more actively managed with annual turnover of: 37.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than OWLSX: RPEBX (250) vs OWLSX (1000). RPEBX annual gain was more profitable for investors over the last year : 8.29 vs. OWLSX (6.66). OWLSX return over 5 years is better than : 53.55 vs. RPEBX (45.01).
| OWLSX | RPEBX | OWLSX / RPEBX | |
| Total Expense Ratio | 1.09 | 1.21 | 90% |
| Annual Report Gross Expense Ratio | 1.09 | 1.21 | 90% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 5.850 | 8.448 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 151B | 16% |
| Annual Yield % from dividends | 0.40 | 0.13 | 309% |
| Returns for 1 year | 6.66 | 8.29 | 80% |
| Returns for 3 years | 50.57 | 41.34 | 122% |
| Returns for 5 years | 53.55 | 45.01 | 119% |
| Returns for 10 years | 65.94 | 70.57 | 93% |
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 % |
| AVDV | 78.77 | -0.55 | -0.69% |
| Avantis International Small Cap Val ETF | |||
| ILCB | 82.78 | -0.90 | -1.08% |
| iShares Morningstar U.S. Equity ETF | |||
| ASG | 5.28 | -0.07 | -1.31% |
| Liberty All-Star Growth FD | |||
| TUR | 30.75 | -0.82 | -2.60% |
| iShares MSCI Turkey ETF | |||
| MEXX | 17.24 | -0.47 | -2.65% |
| Direxion Dly MSCI Mexico Bull 3X ShsETF | |||