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CNPEX vs OWLSX
CNPEX vs OWLSX Comparison
Open Charts CNPEX vs OWLSX
American Funds New Perspective 529E
Price$72.03
Change+$0.40 (+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
CNPEX vs OWLSX Comparison Chart in %
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CNPEX 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 CNPEX is a Hold and OWLSX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 164B vs. OWLSX (26.2B). OWLSX pays higher dividends than CNPEX: OWLSX (0.36) vs CNPEX (0.26). 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 : 13.52 vs. OWLSX (10.50). OWLSX return over 5 years is better than : 44.97 vs. CNPEX (34.32).
| 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 | 19.751 | 15.431 | 128% |
| Front Load | N/A | 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 | 0.26 | 0.36 | 71% |
| Returns for 1 year | 13.52 | 10.50 | 129% |
| Returns for 3 years | 64.00 | 69.72 | 92% |
| Returns for 5 years | 34.32 | 44.97 | 76% |
| Returns for 10 years | 103.90 | 91.45 | 114% |
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