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CNPFX vs OWLSX
CNPFX vs OWLSX Comparison
Open Charts CNPFX vs OWLSX
American Funds New Perspective 529F
Price$70.43
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets162.72B
Old Westbury Large Cap Strategies
Price$23.16
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets26.16B
CNPFX vs OWLSX Comparison Chart in %
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CNPFX vs. OWLSX commentary
Jan 15, 2026
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 CNPFX is a Hold and OWLSX is a Hold.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 163B vs. OWLSX (26.2B). CNPFX pays higher dividends than OWLSX: CNPFX (1.20) vs OWLSX (0.35). CNPFX was incepted earlier than OWLSX: CNPFX (23 years) vs OWLSX (32 years). OWLSX (1.09) is less costly to investors than CNPFX (0.84). OWLSX is a more actively managed with annual turnover of: 37.00 vs. CNPFX (24.00). CNPFX has a lower initial minimum investment than OWLSX: CNPFX (250) vs OWLSX (1000). CNPFX (18.19) and OWLSX (17.74) have marching annual gain over last year. OWLSX return over 5 years is better than : 35.16 vs. CNPFX (21.42).
| CNPFX | OWLSX | CNPFX / OWLSX | |
| Total Expense Ratio | 0.84 | 1.09 | 77% |
| Annual Report Gross Expense Ratio | 0.84 | 1.09 | 77% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 2.221 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 26.2B | 622% |
| Annual Yield % from dividends | 1.20 | 0.35 | 338% |
| Returns for 1 year | 18.19 | 17.74 | 103% |
| Returns for 3 years | 47.41 | 53.05 | 89% |
| Returns for 5 years | 21.42 | 35.16 | 61% |
| Returns for 10 years | 139.62 | 110.92 | 126% |
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