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FNFPX vs OWLSX
FNFPX vs OWLSX Comparison
Open Charts FNFPX vs OWLSX
American Funds New Perspective 529-F-3
Price$69.77
Change+$0.19 (+0.27%)
VolumeN/A
Net Assets155.12B
Old Westbury Large Cap Strategies
Price$21.46
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets24.96B
FNFPX vs OWLSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 155B vs. OWLSX (25B). FNFPX pays higher dividends than OWLSX: FNFPX (0.74) vs OWLSX (0.38). 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 : 9.20 vs. OWLSX (5.43).
| 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 | 12.696 | 8.069 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 25B | 620% |
| Annual Yield % from dividends | 0.74 | 0.38 | 195% |
| Returns for 1 year | 9.20 | 5.43 | 169% |
| Returns for 3 years | 47.76 | 51.27 | 93% |
| Returns for 5 years | N/A | 47.85 | - |
| Returns for 10 years | N/A | 67.28 | - |