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FNFPX vs OWLSX
FNFPX vs OWLSX Comparison
Open Charts FNFPX vs OWLSX
American Funds New Perspective 529-F-3
Price$67.52
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
Old Westbury Large Cap Strategies
Price$20.88
Change+$0.12 (+0.58%)
VolumeN/A
Net Assets24.36B
FNFPX vs OWLSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 150B vs. OWLSX (24.4B). FNFPX pays higher dividends than OWLSX: FNFPX (0.78) vs OWLSX (0.40). FNFPX was incepted earlier than OWLSX: FNFPX (5 years) vs OWLSX (32 years). OWLSX (1.09) is less costly to investors than FNFPX (0.47). OWLSX is a more actively managed with annual turnover of: 37.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than OWLSX: FNFPX (250) vs OWLSX (1000). FNFPX annual gain was more profitable for investors over the last year : 9.63 vs. OWLSX (6.68).
| FNFPX | OWLSX | FNFPX / OWLSX | |
| Total Expense Ratio | 0.47 | 1.09 | 43% |
| Annual Report Gross Expense Ratio | 0.47 | 1.09 | 43% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 9.062 | 4.690 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 24.4B | 615% |
| Annual Yield % from dividends | 0.78 | 0.40 | 196% |
| Returns for 1 year | 9.63 | 6.68 | 144% |
| Returns for 3 years | 30.94 | 35.18 | 88% |
| Returns for 5 years | N/A | 45.79 | - |
| Returns for 10 years | N/A | 65.24 | - |
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