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CNPEX vs OWLSX
CNPEX vs OWLSX Comparison
Open Charts CNPEX vs OWLSX
American Funds New Perspective 529E
Price$69.99
Change-$0.61 (-0.86%)
VolumeN/A
Net Assets160.3B
Old Westbury Large Cap Strategies
Price$22.47
Change-$0.22 (-0.97%)
VolumeN/A
Net Assets25.73B
CNPEX vs OWLSX Comparison Chart in %
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CNPEX vs. OWLSX commentary
Nov 19, 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 CNPEX is a Hold and OWLSX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 160B vs. OWLSX (25.7B). OWLSX pays higher dividends than CNPEX: OWLSX (0.35) vs CNPEX (0.25). CNPEX was incepted earlier than OWLSX: CNPEX (24 years) vs OWLSX (32 years). OWLSX (1.09) is less costly to investors than CNPEX (1.00). OWLSX is a more actively managed with annual turnover of: 37.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than OWLSX: CNPEX (250) vs OWLSX (1000). CNPEX annual gain was more profitable for investors over the last year : 11.78 vs. OWLSX (8.39). OWLSX return over 5 years is better than : 39.87 vs. CNPEX (25.87).
| CNPEX | OWLSX | CNPEX / OWLSX | |
| Total Expense Ratio | 1.00 | 1.09 | 92% |
| Annual Report Gross Expense Ratio | 1.00 | 1.09 | 92% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 16.359 | 14.423 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 25.7B | 623% |
| Annual Yield % from dividends | 0.25 | 0.35 | 71% |
| Returns for 1 year | 11.78 | 8.39 | 140% |
| Returns for 3 years | 45.96 | 53.96 | 85% |
| Returns for 5 years | 25.87 | 39.87 | 65% |
| Returns for 10 years | 90.62 | 81.97 | 111% |
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