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OWLSX vs RPEBX
OWLSX vs RPEBX Comparison
Open Charts OWLSX vs RPEBX
Old Westbury Large Cap Strategies
Price$21.91
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets25.5B
American Funds New Perspective R2E
Price$69.03
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
OWLSX vs RPEBX Comparison Chart in %
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OWLSX vs. RPEBX 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 158B vs. OWLSX (25.5B). OWLSX pays higher dividends than RPEBX: OWLSX (0.38) 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 : 16.37 vs. OWLSX (12.94). OWLSX return over 5 years is better than : 50.96 vs. RPEBX (39.67).
| 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 | 10.489 | 14.345 | 73% |
| 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 | 0.12 | 311% |
| Returns for 1 year | 12.94 | 16.37 | 79% |
| Returns for 3 years | 52.54 | 43.39 | 121% |
| Returns for 5 years | 50.96 | 39.67 | 128% |
| Returns for 10 years | 74.39 | 79.94 | 93% |