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CSPAX vs OWSMX
CSPAX vs OWSMX Comparison
Open Charts CSPAX vs OWSMX
American Funds SMALLCAP World 529A
Price$72.64
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
Old Westbury Small & Mid Cap Strategies
Price$18.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.9B
CSPAX vs OWSMX Comparison Chart in %
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CSPAX vs. OWSMX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.3B vs. OWSMX (8.9B). OWSMX pays higher dividends than CSPAX: OWSMX (0.83) vs CSPAX (0.58). 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). OWSMX annual gain was more profitable for investors over the last year : 11.50 vs. CSPAX (10.22). OWSMX return over 5 years is better than : 17.60 vs. CSPAX (14.95).
| 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 | 9.650 | 12.500 | 77% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3B | 8.9B | 902% |
| Annual Yield % from dividends | 0.58 | 0.83 | 70% |
| Returns for 1 year | 10.22 | 11.50 | 89% |
| Returns for 3 years | 21.60 | 22.68 | 95% |
| Returns for 5 years | 14.95 | 17.60 | 85% |
| Returns for 10 years | 50.82 | 17.03 | 298% |
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