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CNPFX vs OWLSX
CNPFX vs OWLSX Comparison
Open Charts CNPFX vs OWLSX
American Funds New Perspective 529F
Price$68.97
Change+$0.54 (+0.79%)
VolumeN/A
Net Assets155.4B
Old Westbury Large Cap Strategies
Price$21.81
Change+$0.15 (+0.69%)
VolumeN/A
Net Assets25.19B
CNPFX vs OWLSX Comparison Chart in %
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CNPFX 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 CNPFX is a Hold and OWLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 155B vs. OWLSX (25.2B). CNPFX pays higher dividends than OWLSX: CNPFX (0.65) vs OWLSX (0.38). 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 : 18.73 vs. OWLSX (14.95). OWLSX return over 5 years is better than : 45.21 vs. CNPFX (39.19).
| 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 | 13.624 | 9.228 | 148% |
| 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 | 0.65 | 0.38 | 172% |
| Returns for 1 year | 18.73 | 14.95 | 125% |
| Returns for 3 years | 37.79 | 42.96 | 88% |
| Returns for 5 years | 39.19 | 45.21 | 87% |
| Returns for 10 years | 95.32 | 72.27 | 132% |
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