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OWSMX vs RLLGX
OWSMX vs RLLGX Comparison
Open Charts OWSMX vs RLLGX
Old Westbury Small & Mid Cap Strategies
Price$16.37
Change-$0.22 (-1.33%)
VolumeN/A
Net Assets8.88B
American Funds SMALLCAP World R6
Price$70.12
Change-$1.59 (-2.22%)
VolumeN/A
Net Assets74.42B
OWSMX vs RLLGX Comparison Chart
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OWSMX vs. RLLGX commentary
Feb 23, 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 OWSMX is a Hold and RLLGX is a Hold.
FUNDAMENTALS
Fundamentals
RLLGX has more cash in the bank: 74.4B vs. OWSMX (8.88B). RLLGX pays higher dividends than OWSMX: RLLGX (0.93) vs OWSMX (0.62). OWSMX was incepted earlier than RLLGX: OWSMX (20 years) vs RLLGX (16 years). OWSMX is a more actively managed with annual turnover of: 41.00 vs. RLLGX (29.00). RLLGX has a lower initial minimum investment than OWSMX: RLLGX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 6.37 vs. RLLGX (1.92). RLLGX return over 5 years is better than : 15.18 vs. OWSMX (7.29).
| OWSMX | RLLGX | OWSMX / RLLGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 2.313 | 0.171 | 1,349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.88B | 74.4B | 12% |
| Annual Yield % from dividends | 0.62 | 0.93 | 66% |
| Returns for 1 year | 6.37 | 1.92 | 332% |
| Returns for 3 years | 4.79 | 2.00 | 239% |
| Returns for 5 years | 7.29 | 15.18 | 48% |
| Returns for 10 years | 1.77 | 50.30 | 4% |
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