CSPAX
Price
$74.19
Change
+$0.79 (+1.08%)
Updated
Oct 20 closing price
Net Assets
80.92B
OWSMX
Price
$18.41
Change
+$0.16 (+0.88%)
Updated
Oct 20 closing price
Net Assets
8.93B
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CSPAX vs OWSMX

Header iconCSPAX vs OWSMX Comparison
Open Charts CSPAX vs OWSMXBanner chart's image
American Funds SMALLCAP World 529A
Price$74.19
Change+$0.79 (+1.08%)
VolumeN/A
Net Assets80.92B
Old Westbury Small & Mid Cap Strategies
Price$18.41
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets8.93B
CSPAX vs OWSMX Comparison Chart in %
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CSPAX vs. OWSMX commentary
Oct 21, 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.

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FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.9B vs. OWSMX (8.93B). OWSMX pays higher dividends than CSPAX: OWSMX (0.79) vs CSPAX (0.56). 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). OWSMX (7.69) and CSPAX (7.55) have marching annual gain over last year. OWSMX return over 5 years is better than : 13.85 vs. CSPAX (10.41).
CSPAXOWSMXCSPAX / OWSMX
Total Expense Ratio1.061.1394%
Annual Report Gross Expense Ratio1.061.1791%
Fund Existence24 years21 years-
Gain YTD11.99014.06385%
Front Load4%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets80.9B8.93B906%
Annual Yield % from dividends0.560.7970%
Returns for 1 year7.557.6998%
Returns for 3 years43.9743.22102%
Returns for 5 years10.4113.8575%
Returns for 10 years62.4421.52290%
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