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CNPEX vs OWLSX
CNPEX vs OWLSX Comparison
Open Charts CNPEX vs OWLSX
American Funds New Perspective 529E
Price$65.30
Change-$0.78 (-1.18%)
VolumeN/A
Net Assets152.4B
Old Westbury Large Cap Strategies
Price$20.74
Change-$0.25 (-1.19%)
VolumeN/A
Net Assets24.29B
CNPEX vs OWLSX Comparison Chart
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CNPEX vs. OWLSX 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 CNPEX is a Buy and OWLSX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 152B vs. OWLSX (24.3B). OWLSX pays higher dividends than CNPEX: OWLSX (0.40) vs CNPEX (0.28). CNPEX was incepted earlier than OWLSX: CNPEX (23 years) vs OWLSX (32 years). OWLSX (1.09) is less costly to investors than CNPEX (1.00). OWLSX is a more actively managed with annual turnover of: 37.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than OWLSX: CNPEX (250) vs OWLSX (1000). CNPEX annual gain was more profitable for investors over the last year : 8.49 vs. OWLSX (6.66). OWLSX return over 5 years is better than : 53.55 vs. CNPEX (46.81).
| CNPEX | OWLSX | CNPEX / OWLSX | |
| Total Expense Ratio | 1.00 | 1.09 | 92% |
| Annual Report Gross Expense Ratio | 1.00 | 1.09 | 92% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 8.562 | 5.850 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 24.3B | 626% |
| Annual Yield % from dividends | 0.28 | 0.40 | 71% |
| Returns for 1 year | 8.49 | 6.66 | 127% |
| Returns for 3 years | 42.57 | 50.57 | 84% |
| Returns for 5 years | 46.81 | 53.55 | 87% |
| Returns for 10 years | 79.11 | 65.94 | 120% |
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