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CSPAX vs OWSMX
CSPAX vs OWSMX Comparison
Open Charts CSPAX vs OWSMX
American Funds SMALLCAP World 529A
Price$73.50
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets80.75B
Old Westbury Small & Mid Cap Strategies
Price$18.33
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets8.95B
CSPAX vs OWSMX Comparison Chart in %
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CSPAX vs. OWSMX commentary
Oct 01, 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 Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.8B vs. OWSMX (8.95B). OWSMX pays higher dividends than CSPAX: OWSMX (0.80) 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 annual gain was more profitable for investors over the last year : 7.88 vs. CSPAX (5.84). OWSMX return over 5 years is better than : 18.54 vs. CSPAX (13.73).
| 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 | 10.692 | 14.125 | 76% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 8.95B | 903% |
| Annual Yield % from dividends | 0.56 | 0.80 | 70% |
| Returns for 1 year | 5.84 | 7.88 | 74% |
| Returns for 3 years | 45.17 | 47.61 | 95% |
| Returns for 5 years | 13.73 | 18.54 | 74% |
| Returns for 10 years | 64.05 | 26.39 | 243% |
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