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FNFPX vs OWLSX
FNFPX vs OWLSX Comparison
Open Charts FNFPX vs OWLSX
American Funds New Perspective 529-F-3
Price$62.22
Change+$0.09 (+0.14%)
VolumeN/A
CapitalizationN/A
Old Westbury Large Cap Strategies
Price$19.94
Change+$0.18 (+0.91%)
VolumeN/A
CapitalizationN/A
FNFPX vs OWLSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 143B vs. OWLSX (24.4B). 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). OWLSX annual gain was more profitable for investors over the last year : 15.80 vs. FNFPX (13.34).
| 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 | 12.548 | 15.336 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 24.4B | 586% |
| Annual Yield % from dividends | 1.06 | 0.48 | 222% |
| Returns for 1 year | 13.34 | 15.80 | 84% |
| Returns for 3 years | -0.30 | 9.90 | -3% |
| Returns for 5 years | N/A | 35.46 | - |
| Returns for 10 years | N/A | 60.78 | - |
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