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FSFWX vs OWSMX
FSFWX vs OWSMX Comparison
Open Charts FSFWX vs OWSMX
American Funds SMALLCAP World 529-F-3
Price$68.02
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
Old Westbury Small & Mid Cap Strategies
Price$16.85
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets8.45B
FSFWX vs OWSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 73.3B vs. OWSMX (8.45B). FSFWX pays higher dividends than OWSMX: FSFWX (1.00) vs OWSMX (0.91). FSFWX was incepted earlier than OWSMX: FSFWX (5 years) vs OWSMX (20 years). OWSMX (1.17) is less costly to investors than FSFWX (0.71). OWSMX is a more actively managed with annual turnover of: 62.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than OWSMX: FSFWX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 5.54 vs. FSFWX (1.34).
| FSFWX | OWSMX | FSFWX / OWSMX | |
| Total Expense Ratio | 0.71 | 1.13 | 63% |
| Annual Report Gross Expense Ratio | 0.71 | 1.17 | 61% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 0.502 | 5.375 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.3B | 8.45B | 868% |
| Annual Yield % from dividends | 1.00 | 0.91 | 110% |
| Returns for 1 year | 1.34 | 5.54 | 24% |
| Returns for 3 years | 17.96 | 19.87 | 90% |
| Returns for 5 years | N/A | 26.45 | - |
| Returns for 10 years | N/A | 1.57 | - |
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