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FFPNX vs OWLSX
FFPNX vs OWLSX Comparison
Open Charts FFPNX vs OWLSX
American Funds New Perspective 529-F-2
Price$71.62
Change-$2.63 (-3.54%)
VolumeN/A
Net Assets162.72B
Old Westbury Large Cap Strategies
Price$22.92
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets26.16B
FFPNX vs OWLSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFPNX has more cash in the bank: 163B vs. OWLSX (26.2B). FFPNX pays higher dividends than OWLSX: FFPNX (1.20) vs OWLSX (0.35). FFPNX was incepted earlier than OWLSX: FFPNX (5 years) vs OWLSX (32 years). OWLSX (1.09) is less costly to investors than FFPNX (0.50). OWLSX is a more actively managed with annual turnover of: 37.00 vs. FFPNX (23.00). FFPNX has a lower initial minimum investment than OWLSX: FFPNX (250) vs OWLSX (1000). OWLSX annual gain was more profitable for investors over the last year : 14.43 vs. FFPNX (13.24). OWLSX return over 5 years is better than : 31.83 vs. FFPNX (19.07).
| FFPNX | OWLSX | FFPNX / OWLSX | |
| Total Expense Ratio | 0.50 | 1.09 | 46% |
| Annual Report Gross Expense Ratio | 0.50 | 1.09 | 46% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 1.632 | 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 | 340% |
| Returns for 1 year | 13.24 | 14.43 | 92% |
| Returns for 3 years | 42.52 | 50.11 | 85% |
| Returns for 5 years | 19.07 | 31.83 | 60% |
| Returns for 10 years | N/A | 109.82 | - |
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