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CSPAX vs OWSMX
CSPAX vs OWSMX Comparison
Open Charts CSPAX vs OWSMX
American Funds SMALLCAP World 529A
Price$71.63
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
Old Westbury Small & Mid Cap Strategies
Price$17.79
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets8.67B
CSPAX vs OWSMX Comparison Chart in %
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CSPAX vs. OWSMX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CSPAX is a Hold and OWSMX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 78.9B vs. OWSMX (8.67B). OWSMX pays higher dividends than CSPAX: OWSMX (0.80) vs CSPAX (0.55). CSPAX was incepted earlier than OWSMX: CSPAX (24 years) vs OWSMX (21 years). OWSMX (1.17) is less costly to investors than CSPAX (1.06). OWSMX is a more actively managed with annual turnover of: 62.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than OWSMX: CSPAX (250) vs OWSMX (1000). CSPAX (5.96) and OWSMX (5.78) have marching annual gain over last year. OWSMX return over 5 years is better than : 5.21 vs. CSPAX (1.44).
| CSPAX | OWSMX | CSPAX / OWSMX | |
| Total Expense Ratio | 1.06 | 1.13 | 94% |
| Annual Report Gross Expense Ratio | 1.06 | 1.17 | 91% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 8.125 | 11.312 | 72% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9B | 8.67B | 910% |
| Annual Yield % from dividends | 0.55 | 0.80 | 69% |
| Returns for 1 year | 5.96 | 5.78 | 103% |
| Returns for 3 years | 29.24 | 29.70 | 98% |
| Returns for 5 years | 1.44 | 5.21 | 28% |
| Returns for 10 years | 55.92 | 17.54 | 319% |
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