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CNPEX vs OWLSX
CNPEX vs OWLSX Comparison
Open Charts CNPEX vs OWLSX
American Funds New Perspective 529E
Price$68.18
Change+$0.53 (+0.78%)
VolumeN/A
Net Assets155.4B
Old Westbury Large Cap Strategies
Price$21.81
Change+$0.15 (+0.69%)
VolumeN/A
Net Assets25.19B
CNPEX vs OWLSX Comparison Chart in %
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CNPEX vs. OWLSX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 155B vs. OWLSX (25.2B). OWLSX pays higher dividends than CNPEX: OWLSX (0.38) vs CNPEX (0.27). CNPEX was incepted earlier than OWLSX: CNPEX (23 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 : 18.19 vs. OWLSX (14.95). OWLSX return over 5 years is better than : 45.21 vs. CNPEX (36.09).
| CNPEX | OWLSX | CNPEX / OWLSX | |
| Total Expense Ratio | 1.00 | 1.09 | 92% |
| Annual Report Gross Expense Ratio | 1.00 | 1.09 | 92% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 13.350 | 9.228 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 25.2B | 615% |
| Annual Yield % from dividends | 0.27 | 0.38 | 71% |
| Returns for 1 year | 18.19 | 14.95 | 122% |
| Returns for 3 years | 35.96 | 42.96 | 84% |
| Returns for 5 years | 36.09 | 45.21 | 80% |
| Returns for 10 years | 86.37 | 72.27 | 120% |
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