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CNPFX vs OWLSX
CNPFX vs OWLSX Comparison
Open Charts CNPFX vs OWLSX
American Funds New Perspective 529F
Price$62.12
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.32B
Old Westbury Large Cap Strategies
Price$19.74
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets23.35B
CNPFX vs OWLSX Comparison Chart
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CNPFX vs. OWLSX commentary
May 11, 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 CNPFX is a Buy and OWLSX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 142B vs. OWLSX (23.3B). CNPFX pays higher dividends than OWLSX: CNPFX (0.73) vs OWLSX (0.42). CNPFX was incepted earlier than OWLSX: CNPFX (23 years) vs OWLSX (32 years). OWLSX (1.09) is less costly to investors than CNPFX (0.84). OWLSX is a more actively managed with annual turnover of: 37.00 vs. CNPFX (24.00). CNPFX has a lower initial minimum investment than OWLSX: CNPFX (250) vs OWLSX (1000). CNPFX annual gain was more profitable for investors over the last year : 5.43 vs. OWLSX (4.05). OWLSX (51.02) and CNPFX (48.80) have equivalent 5 years return.
| CNPFX | OWLSX | CNPFX / OWLSX | |
| Total Expense Ratio | 0.84 | 1.09 | 77% |
| Annual Report Gross Expense Ratio | 0.84 | 1.09 | 77% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 2.339 | -0.454 | -515% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 23.3B | 609% |
| Annual Yield % from dividends | 0.73 | 0.42 | 174% |
| Returns for 1 year | 5.43 | 4.05 | 134% |
| Returns for 3 years | 28.94 | 35.30 | 82% |
| Returns for 5 years | 48.80 | 51.02 | 96% |
| Returns for 10 years | 74.92 | 55.01 | 136% |
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