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FSFWX vs OWSMX
FSFWX vs OWSMX Comparison
Open Charts FSFWX vs OWSMX
American Funds SMALLCAP World 529-F-3
Price$70.08
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets76.67B
Old Westbury Small & Mid Cap Strategies
Price$17.16
Change-$0.24 (-1.38%)
VolumeN/A
Net Assets8.65B
FSFWX vs OWSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 76.7B vs. OWSMX (8.65B). FSFWX pays higher dividends than OWSMX: FSFWX (0.94) vs OWSMX (0.85). 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 : 11.27 vs. FSFWX (5.10).
| 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 | 3.546 | 8.750 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7B | 8.65B | 886% |
| Annual Yield % from dividends | 0.94 | 0.85 | 110% |
| Returns for 1 year | 5.10 | 11.27 | 45% |
| Returns for 3 years | 31.34 | 31.60 | 99% |
| Returns for 5 years | N/A | 26.69 | - |
| Returns for 10 years | N/A | 11.75 | - |
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