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CNPFX vs OWLSX
CNPFX vs OWLSX Comparison
Open Charts CNPFX vs OWLSX
American Funds New Perspective 529F
Price$66.01
Change-$0.79 (-1.18%)
VolumeN/A
Net Assets152.4B
Old Westbury Large Cap Strategies
Price$20.74
Change-$0.25 (-1.19%)
VolumeN/A
Net Assets24.29B
CNPFX vs OWLSX Comparison Chart
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CNPFX vs. OWLSX commentary
Jun 15, 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: 152B vs. OWLSX (24.3B). CNPFX pays higher dividends than OWLSX: CNPFX (0.68) vs OWLSX (0.40). 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 : 8.98 vs. OWLSX (6.66). OWLSX return over 5 years is better than : 53.55 vs. CNPFX (50.14).
| 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 | 8.748 | 5.850 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 24.3B | 626% |
| Annual Yield % from dividends | 0.68 | 0.40 | 172% |
| Returns for 1 year | 8.98 | 6.66 | 135% |
| Returns for 3 years | 44.46 | 50.57 | 88% |
| Returns for 5 years | 50.14 | 53.55 | 94% |
| Returns for 10 years | 87.62 | 65.94 | 133% |
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