Interact to see
Advertisement
Advertisement
CNPEX vs OWLSX
CNPEX vs OWLSX Comparison
Open Charts CNPEX vs OWLSX
American Funds New Perspective 529E
Price$69.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Old Westbury Large Cap Strategies
Price$22.19
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets25.75B
CNPEX vs OWLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CNPEX vs. OWLSX commentary
Aug 17, 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 StrongBuy and OWLSX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. OWLSX (25.8B). OWLSX pays higher dividends than CNPEX: OWLSX (0.38) vs CNPEX (0.27). 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 : 15.07 vs. OWLSX (11.30). OWLSX return over 5 years is better than : 47.89 vs. CNPEX (37.00).
| 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 | 15.162 | 11.901 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 25.8B | 616% |
| Annual Yield % from dividends | 0.27 | 0.38 | 71% |
| Returns for 1 year | 15.07 | 11.30 | 133% |
| Returns for 3 years | 33.74 | 42.30 | 80% |
| Returns for 5 years | 37.00 | 47.89 | 77% |
| Returns for 10 years | 89.35 | 77.15 | 116% |
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 % |
| PGJ | 29.77 | 0.28 | +0.95% |
| Invesco Golden Dragon China ETF | |||
| SPBX | 26.42 | -0.02 | -0.07% |
| AllianzIM 6 Month Buffer10 Allocation ETF | |||
| IBHE | 23.17 | -0.02 | -0.11% |
| iShares iBonds 2025 Term HY and Inc ETF | |||
| SPYI | 51.75 | -0.06 | -0.12% |
| NEOS S&P 500(R) High Income ETF | |||
| LFEQ | 51.34 | -0.15 | -0.29% |
| VanEck Lg/Flat Trend ETF | |||