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FSFWX vs OWSMX
FSFWX vs OWSMX Comparison
Open Charts FSFWX vs OWSMX
American Funds SMALLCAP World 529-F-3
Price$63.94
Change+$1.11 (+1.77%)
VolumeN/A
Net Assets67.94B
Old Westbury Small & Mid Cap Strategies
Price$15.97
Change+$0.25 (+1.59%)
VolumeN/A
Net Assets8.1B
FSFWX vs OWSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 67.9B vs. OWSMX (8.1B). FSFWX pays higher dividends than OWSMX: FSFWX (1.02) vs OWSMX (0.92). FSFWX was incepted earlier than OWSMX: FSFWX (4 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 : 2.08 vs. FSFWX (-1.52).
| FSFWX | OWSMX | FSFWX / OWSMX | |
| Total Expense Ratio | 0.71 | 1.13 | 63% |
| Annual Report Gross Expense Ratio | 0.71 | 1.17 | 61% |
| Fund Existence | 4 years | 20 years | - |
| Gain YTD | -5.526 | -1.750 | 316% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.9B | 8.1B | 839% |
| Annual Yield % from dividends | 1.02 | 0.92 | 111% |
| Returns for 1 year | -1.52 | 2.08 | -73% |
| Returns for 3 years | 2.48 | 3.48 | 71% |
| Returns for 5 years | N/A | 27.02 | - |
| Returns for 10 years | N/A | -4.75 | - |
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