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CNPEX vs OWLSX
CNPEX vs OWLSX Comparison
Open Charts CNPEX vs OWLSX
American Funds New Perspective 529E
Price$69.04
Change-$0.46 (-0.66%)
VolumeN/A
Net Assets158.54B
Old Westbury Large Cap Strategies
Price$22.16
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets25.69B
CNPEX vs OWLSX Comparison Chart in %
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CNPEX vs. OWLSX commentary
Aug 30, 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 Buy and OWLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. OWLSX (25.7B). OWLSX pays higher dividends than CNPEX: OWLSX (0.38) vs CNPEX (0.27). 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 : 11.40 vs. OWLSX (10.10). OWLSX return over 5 years is better than : 42.64 vs. CNPEX (29.55).
| 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 | 14.780 | 12.305 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 25.7B | 619% |
| Annual Yield % from dividends | 0.27 | 0.38 | 71% |
| Returns for 1 year | 11.40 | 10.10 | 113% |
| Returns for 3 years | 44.01 | 52.33 | 84% |
| Returns for 5 years | 29.55 | 42.64 | 69% |
| Returns for 10 years | 105.02 | 94.45 | 111% |
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