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FNFPX vs OWLSX
FNFPX vs OWLSX Comparison
Open Charts FNFPX vs OWLSX
American Funds New Perspective 529-F-3
Price$58.42
Change+$0.30 (+0.52%)
VolumeN/A
Net Assets131.19B
Old Westbury Large Cap Strategies
Price$18.56
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets22.26B
FNFPX vs OWLSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 131B vs. OWLSX (22.3B). FNFPX pays higher dividends than OWLSX: FNFPX (0.85) vs OWLSX (0.42). FNFPX was incepted earlier than OWLSX: FNFPX (4 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). OWLSX annual gain was more profitable for investors over the last year : 2.48 vs. FNFPX (1.40).
| FNFPX | OWLSX | FNFPX / OWLSX | |
| Total Expense Ratio | 0.47 | 1.09 | 43% |
| Annual Report Gross Expense Ratio | 0.47 | 1.09 | 43% |
| Fund Existence | 4 years | 32 years | - |
| Gain YTD | -5.637 | -5.144 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 22.3B | 587% |
| Annual Yield % from dividends | 0.85 | 0.42 | 200% |
| Returns for 1 year | 1.40 | 2.48 | 56% |
| Returns for 3 years | 5.64 | 14.69 | 38% |
| Returns for 5 years | N/A | 47.22 | - |
| Returns for 10 years | N/A | 47.49 | - |
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