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OWSMX vs RLLGX
OWSMX vs RLLGX Comparison
Open Charts OWSMX vs RLLGX
Old Westbury Small & Mid Cap Strategies
Price$18.40
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets8.97B
American Funds SMALLCAP World R6
Price$78.68
Change+$0.88 (+1.13%)
VolumeN/A
Net Assets81.4B
OWSMX vs RLLGX Comparison Chart in %
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OWSMX vs. RLLGX commentary
Sep 09, 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 Buy and RLLGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLLGX has more cash in the bank: 81.4B vs. OWSMX (8.97B). RLLGX pays higher dividends than OWSMX: RLLGX (0.89) vs OWSMX (0.80). OWSMX was incepted earlier than RLLGX: OWSMX (20 years) vs RLLGX (16 years). OWSMX (1.17) is less costly to investors than RLLGX (0.65). OWSMX is a more actively managed with annual turnover of: 62.00 vs. RLLGX (32.00). RLLGX has a lower initial minimum investment than OWSMX: RLLGX (250) vs OWSMX (1000). RLLGX annual gain was more profitable for investors over the last year : 15.09 vs. OWSMX (14.08). RLLGX (20.97) and OWSMX (20.28) have equivalent 5 years return.
| OWSMX | RLLGX | OWSMX / RLLGX | |
| Total Expense Ratio | 1.13 | 0.65 | 174% |
| Annual Report Gross Expense Ratio | 1.17 | 0.65 | 180% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 14.188 | 12.433 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 81.4B | 11% |
| Annual Yield % from dividends | 0.80 | 0.89 | 90% |
| Returns for 1 year | 14.08 | 15.09 | 93% |
| Returns for 3 years | 31.09 | 32.63 | 95% |
| Returns for 5 years | 20.28 | 20.97 | 97% |
| Returns for 10 years | 25.31 | 68.28 | 37% |
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