CNPEX
Price
$72.07
Change
-$0.63 (-0.87%)
Updated
Dec 12 closing price
Net Assets
162.64B
OWLSX
Price
$23.16
Change
+$0.07 (+0.30%)
Updated
Dec 2 closing price
Net Assets
26.16B
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CNPEX vs OWLSX

Header iconCNPEX vs OWLSX Comparison
Open Charts CNPEX vs OWLSXBanner chart's image
American Funds New Perspective 529E
Price$72.07
Change-$0.63 (-0.87%)
VolumeN/A
Net Assets162.64B
Old Westbury Large Cap Strategies
Price$23.16
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets26.16B
CNPEX vs OWLSX Comparison Chart in %
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CNPEX vs. OWLSX 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 CNPEX is a Buy and OWLSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. OWLSX (26.2B). OWLSX pays higher dividends than CNPEX: OWLSX (0.35) vs CNPEX (0.25). CNPEX was incepted earlier than OWLSX: CNPEX (24 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 : 11.00 vs. OWLSX (7.32). OWLSX return over 5 years is better than : 39.56 vs. CNPEX (24.99).
CNPEXOWLSXCNPEX / OWLSX
Total Expense Ratio1.001.0992%
Annual Report Gross Expense Ratio1.001.0992%
Fund Existence24 years32 years-
Gain YTD20.86416.793124%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets163B26.2B622%
Annual Yield % from dividends0.250.3571%
Returns for 1 year11.007.32150%
Returns for 3 years49.1055.8088%
Returns for 5 years24.9939.5663%
Returns for 10 years105.5893.40113%
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