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FNFPX vs OWLSX
FNFPX vs OWLSX Comparison
Open Charts FNFPX vs OWLSX
American Funds New Perspective 529-F-3
Price$63.27
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
Old Westbury Large Cap Strategies
Price$19.71
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets23.27B
FNFPX vs OWLSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 142B vs. OWLSX (23.3B). FNFPX pays higher dividends than OWLSX: FNFPX (0.83) vs OWLSX (0.42). 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 : 5.99 vs. OWLSX (4.28).
| 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 | 2.197 | -0.756 | -290% |
| 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 | 0.83 | 0.42 | 198% |
| Returns for 1 year | 5.99 | 4.28 | 140% |
| Returns for 3 years | 30.45 | 35.07 | 87% |
| Returns for 5 years | N/A | 50.56 | - |
| Returns for 10 years | N/A | 53.74 | - |
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