Interact to see
Advertisement
Advertisement
CNPFX vs OWLSX
CNPFX vs OWLSX Comparison
Open Charts CNPFX vs OWLSX
American Funds New Perspective 529F
Price$70.01
Change-$2.66 (-3.66%)
VolumeN/A
Net Assets162.72B
Old Westbury Large Cap Strategies
Price$22.92
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets26.16B
CNPFX vs OWLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CNPFX vs. OWLSX commentary
Feb 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 163B vs. OWLSX (26.2B). CNPFX pays higher dividends than OWLSX: CNPFX (1.17) 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 (0.83). OWLSX is a more actively managed with annual turnover of: 37.00 vs. CNPFX (23.00). CNPFX has a lower initial minimum investment than OWLSX: CNPFX (250) vs OWLSX (1000). OWLSX annual gain was more profitable for investors over the last year : 14.43 vs. CNPFX (13.02). OWLSX return over 5 years is better than : 31.83 vs. CNPFX (18.03).
| CNPFX | OWLSX | CNPFX / OWLSX | |
| Total Expense Ratio | 0.83 | 1.09 | 76% |
| Annual Report Gross Expense Ratio | 0.83 | 1.09 | 76% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 1.611 | 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 | 1.17 | 0.35 | 330% |
| Returns for 1 year | 13.02 | 14.43 | 90% |
| Returns for 3 years | 41.75 | 50.11 | 83% |
| Returns for 5 years | 18.03 | 31.83 | 57% |
| Returns for 10 years | 140.44 | 109.82 | 128% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers