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CNPFX vs OWLSX
CNPFX vs OWLSX Comparison
Open Charts CNPFX vs OWLSX
American Funds New Perspective 529F
Price$70.66
Change+$0.32 (+0.45%)
VolumeN/A
Net Assets159.21B
Old Westbury Large Cap Strategies
Price$22.37
Change+$0.11 (+0.49%)
VolumeN/A
Net Assets25.66B
CNPFX vs OWLSX Comparison Chart in %
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CNPFX 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 CNPFX is a Buy and OWLSX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 159B vs. OWLSX (25.7B). CNPFX pays higher dividends than OWLSX: CNPFX (0.64) vs OWLSX (0.37). 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 annual gain was more profitable for investors over the last year : 17.81 vs. OWLSX (14.55). OWLSX return over 5 years is better than : 47.73 vs. CNPFX (39.08).
| 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 | 16.409 | 12.809 | 128% |
| 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 | 0.64 | 0.37 | 173% |
| Returns for 1 year | 17.81 | 14.55 | 122% |
| Returns for 3 years | 44.28 | 50.68 | 87% |
| Returns for 5 years | 39.08 | 47.73 | 82% |
| Returns for 10 years | 111.21 | 91.05 | 122% |
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