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CNPEX vs OWLSX
CNPEX vs OWLSX Comparison
Open Charts CNPEX vs OWLSX
American Funds New Perspective 529E
Price$68.87
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
Old Westbury Large Cap Strategies
Price$21.91
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets25.5B
CNPEX vs OWLSX Comparison Chart in %
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CNPEX vs. OWLSX 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 CNPEX is a Buy and OWLSX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 158B vs. OWLSX (25.5B). 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 : 16.60 vs. OWLSX (12.94). OWLSX return over 5 years is better than : 50.96 vs. CNPEX (41.41).
| 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 | 14.497 | 10.489 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 25.5B | 620% |
| Annual Yield % from dividends | 0.27 | 0.38 | 71% |
| Returns for 1 year | 16.60 | 12.94 | 128% |
| Returns for 3 years | 44.61 | 52.54 | 85% |
| Returns for 5 years | 41.41 | 50.96 | 81% |
| Returns for 10 years | 89.00 | 74.39 | 120% |