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CSPAX vs OWSMX
CSPAX vs OWSMX Comparison
Open Charts CSPAX vs OWSMX
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.
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).
| 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 | 11.990 | 14.063 | 85% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.9B | 8.93B | 906% |
| Annual Yield % from dividends | 0.56 | 0.79 | 70% |
| Returns for 1 year | 7.55 | 7.69 | 98% |
| Returns for 3 years | 43.97 | 43.22 | 102% |
| Returns for 5 years | 10.41 | 13.85 | 75% |
| Returns for 10 years | 62.44 | 21.52 | 290% |
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