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CNPEX vs OWLSX
CNPEX vs OWLSX Comparison
Open Charts CNPEX vs OWLSX
American Funds New Perspective 529E
Price$69.84
Change+$0.33 (+0.47%)
VolumeN/A
Net Assets159.21B
Old Westbury Large Cap Strategies
Price$22.37
Change+$0.11 (+0.49%)
VolumeN/A
Net Assets25.66B
CNPEX vs OWLSX Comparison Chart in %
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CNPEX vs. OWLSX commentary
Sep 09, 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: 159B vs. OWLSX (25.7B). OWLSX pays higher dividends than CNPEX: OWLSX (0.37) vs CNPEX (0.26). 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 : 17.29 vs. OWLSX (14.55). OWLSX return over 5 years is better than : 47.73 vs. CNPEX (36.03).
| CNPEX | OWLSX | CNPEX / OWLSX | |
| Total Expense Ratio | 1.00 | 1.09 | 92% |
| Annual Report Gross Expense Ratio | 1.00 | 1.09 | 92% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 16.110 | 12.809 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 25.7B | 619% |
| Annual Yield % from dividends | 0.26 | 0.37 | 71% |
| Returns for 1 year | 17.29 | 14.55 | 119% |
| Returns for 3 years | 42.37 | 50.68 | 84% |
| Returns for 5 years | 36.03 | 47.73 | 75% |
| Returns for 10 years | 101.65 | 91.05 | 112% |
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