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CSPAX vs OWSMX
CSPAX vs OWSMX Comparison
Open Charts CSPAX vs OWSMX
American Funds SMALLCAP World 529A
Price$74.27
Change+$0.29 (+0.39%)
VolumeN/A
Net Assets81.4B
Old Westbury Small & Mid Cap Strategies
Price$18.40
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets8.97B
CSPAX vs OWSMX Comparison Chart in %
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CSPAX vs. OWSMX commentary
Sep 09, 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 StrongBuy and OWSMX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.4B vs. OWSMX (8.97B). OWSMX pays higher dividends than CSPAX: OWSMX (0.80) vs CSPAX (0.56). CSPAX was incepted earlier than OWSMX: CSPAX (24 years) vs OWSMX (20 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 (14.15) and OWSMX (14.08) have marching annual gain over last year. OWSMX return over 5 years is better than : 20.28 vs. CSPAX (17.84).
| 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 | 20 years | - |
| Gain YTD | 11.673 | 14.188 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4B | 8.97B | 907% |
| Annual Yield % from dividends | 0.56 | 0.80 | 70% |
| Returns for 1 year | 14.15 | 14.08 | 100% |
| Returns for 3 years | 30.90 | 31.09 | 99% |
| Returns for 5 years | 17.84 | 20.28 | 88% |
| Returns for 10 years | 60.45 | 25.31 | 239% |
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