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FNFPX vs OWLSX
FNFPX vs OWLSX Comparison
Open Charts FNFPX vs OWLSX
American Funds New Perspective 529-F-3
Price$64.85
Change+$0.48 (+0.75%)
VolumeN/A
Net Assets146.98B
Old Westbury Large Cap Strategies
Price$20.48
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets25.02B
FNFPX vs OWLSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 147B vs. OWLSX (25B). 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 (16.80) and OWLSX (16.36) 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 | 4.749 | 2.673 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 25B | 588% |
| Annual Yield % from dividends | 1.06 | 0.48 | 222% |
| Returns for 1 year | 16.80 | 16.36 | 103% |
| Returns for 3 years | 9.49 | 17.77 | 53% |
| Returns for 5 years | N/A | 38.41 | - |
| Returns for 10 years | N/A | 65.81 | - |
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