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FNFPX vs OWLSX
FNFPX vs OWLSX Comparison
Open Charts FNFPX vs OWLSX
American Funds New Perspective 529-F-3
Price$73.99
Change-$1.23 (-1.64%)
VolumeN/A
Net Assets165.22B
Old Westbury Large Cap Strategies
Price$22.91
Change-$0.35 (-1.50%)
VolumeN/A
Net Assets26.41B
FNFPX vs OWLSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 165B vs. OWLSX (26.4B). FNFPX pays higher dividends than OWLSX: FNFPX (0.69) vs OWLSX (0.35). 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 : 13.38 vs. OWLSX (8.05). OWLSX return over 5 years is better than : 40.89 vs. FNFPX (34.84).
| 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 | 19.512 | 15.532 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 26.4B | 625% |
| Annual Yield % from dividends | 0.69 | 0.35 | 196% |
| Returns for 1 year | 13.38 | 8.05 | 166% |
| Returns for 3 years | 52.13 | 55.98 | 93% |
| Returns for 5 years | 34.84 | 40.89 | 85% |
| Returns for 10 years | N/A | 87.01 | - |
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