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OWLSX vs RPEBX
OWLSX vs RPEBX Comparison
Open Charts OWLSX vs RPEBX
Old Westbury Large Cap Strategies
Price$23.16
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets26.16B
American Funds New Perspective R2E
Price$72.17
Change-$0.64 (-0.88%)
VolumeN/A
Net Assets162.64B
OWLSX vs RPEBX Comparison Chart in %
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OWLSX vs. RPEBX commentary
Dec 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 StrongBuy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 163B vs. OWLSX (26.2B). OWLSX pays higher dividends than RPEBX: OWLSX (0.35) vs RPEBX (0.12). 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 : 10.79 vs. OWLSX (7.32). OWLSX return over 5 years is better than : 39.56 vs. RPEBX (23.45).
| 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 | 16.793 | 20.606 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2B | 163B | 16% |
| Annual Yield % from dividends | 0.35 | 0.12 | 307% |
| Returns for 1 year | 7.32 | 10.79 | 68% |
| Returns for 3 years | 55.80 | 47.83 | 117% |
| Returns for 5 years | 39.56 | 23.45 | 169% |
| Returns for 10 years | 93.40 | 95.57 | 98% |
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