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CNPAX vs OWLSX
CNPAX vs OWLSX Comparison
Open Charts CNPAX vs OWLSX
American Funds New Perspective 529A
Price$73.22
Change+$0.41 (+0.56%)
VolumeN/A
Net Assets164.4B
Old Westbury Large Cap Strategies
Price$22.98
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets26.2B
CNPAX vs OWLSX Comparison Chart in %
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CNPAX vs. OWLSX commentary
Oct 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 CNPAX is a Hold and OWLSX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 164B vs. OWLSX (26.2B). CNPAX pays higher dividends than OWLSX: CNPAX (0.46) vs OWLSX (0.36). CNPAX was incepted earlier than OWLSX: CNPAX (24 years) vs OWLSX (32 years). OWLSX (1.09) is less costly to investors than CNPAX (0.77). OWLSX is a more actively managed with annual turnover of: 37.00 vs. CNPAX (24.00). CNPAX has a lower initial minimum investment than OWLSX: CNPAX (250) vs OWLSX (1000). CNPAX annual gain was more profitable for investors over the last year : 13.87 vs. OWLSX (10.50). OWLSX return over 5 years is better than : 44.97 vs. CNPAX (36.33).
| CNPAX | OWLSX | CNPAX / OWLSX | |
| Total Expense Ratio | 0.77 | 1.09 | 71% |
| Annual Report Gross Expense Ratio | 0.77 | 1.09 | 71% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 19.974 | 15.431 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 26.2B | 626% |
| Annual Yield % from dividends | 0.46 | 0.36 | 128% |
| Returns for 1 year | 13.87 | 10.50 | 132% |
| Returns for 3 years | 65.46 | 69.72 | 94% |
| Returns for 5 years | 36.33 | 44.97 | 81% |
| Returns for 10 years | 109.74 | 91.45 | 120% |
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