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FNFPX vs OWLSX
FNFPX vs OWLSX Comparison
Open Charts FNFPX vs OWLSX
American Funds New Perspective 529-F-3
Price$64.03
Change+$0.70 (+1.11%)
VolumeN/A
Net Assets145.66B
Old Westbury Large Cap Strategies
Price$20.16
Change+$0.24 (+1.20%)
VolumeN/A
Net Assets24.69B
FNFPX vs OWLSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 146B vs. OWLSX (24.7B). FNFPX pays higher dividends than OWLSX: FNFPX (1.06) vs OWLSX (0.48). FNFPX was incepted earlier than OWLSX: FNFPX (4 years) vs OWLSX (31 years). OWLSX is a more actively managed with annual turnover of: 23.00 vs. FNFPX (17.00). FNFPX has a lower initial minimum investment than OWLSX: FNFPX (250) vs OWLSX (1000). FNFPX (9.70) and OWLSX (9.60) have marching annual gain over last year.
| FNFPX | OWLSX | FNFPX / OWLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 31 years | - |
| Gain YTD | 3.424 | 1.664 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 24.7B | 591% |
| Annual Yield % from dividends | 1.06 | 0.48 | 222% |
| Returns for 1 year | 9.70 | 9.60 | 101% |
| Returns for 3 years | 16.07 | 22.62 | 71% |
| Returns for 5 years | N/A | 48.11 | - |
| Returns for 10 years | N/A | 57.84 | - |
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