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FSFWX vs OWSMX
FSFWX vs OWSMX Comparison
Open Charts FSFWX vs OWSMX
American Funds SMALLCAP World 529-F-3
Price$74.26
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
Old Westbury Small & Mid Cap Strategies
Price$18.02
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets8.92B
FSFWX vs OWSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 79.8B vs. OWSMX (8.93B). FSFWX pays higher dividends than OWSMX: FSFWX (0.92) vs OWSMX (0.83). 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 : 11.83 vs. FSFWX (10.18).
| 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 | 9.758 | 12.625 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 8.93B | 894% |
| Annual Yield % from dividends | 0.92 | 0.83 | 111% |
| Returns for 1 year | 10.18 | 11.83 | 86% |
| Returns for 3 years | 33.99 | 32.84 | 103% |
| Returns for 5 years | N/A | 22.33 | - |
| Returns for 10 years | N/A | 18.04 | - |
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