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FNFPX vs OWLSX
FNFPX vs OWLSX Comparison
Open Charts FNFPX vs OWLSX
American Funds New Perspective 529-F-3
Price$67.37
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets152.4B
Old Westbury Large Cap Strategies
Price$20.74
Change-$0.25 (-1.19%)
VolumeN/A
Net Assets24.29B
FNFPX vs OWLSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 152B vs. OWLSX (24.3B). FNFPX pays higher dividends than OWLSX: FNFPX (0.78) vs OWLSX (0.40). FNFPX was incepted earlier than OWLSX: FNFPX (5 years) vs OWLSX (32 years). OWLSX (1.09) is less costly to investors than FNFPX (0.47). OWLSX is a more actively managed with annual turnover of: 37.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than OWLSX: FNFPX (250) vs OWLSX (1000). FNFPX annual gain was more profitable for investors over the last year : 9.21 vs. OWLSX (6.66).
| FNFPX | OWLSX | FNFPX / OWLSX | |
| Total Expense Ratio | 0.47 | 1.09 | 43% |
| Annual Report Gross Expense Ratio | 0.47 | 1.09 | 43% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 8.819 | 5.850 | 151% |
| 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 | 0.78 | 0.40 | 196% |
| Returns for 1 year | 9.21 | 6.66 | 138% |
| Returns for 3 years | 45.33 | 50.57 | 90% |
| Returns for 5 years | N/A | 53.55 | - |
| Returns for 10 years | N/A | 65.94 | - |
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