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OWSMX vs RLLGX
OWSMX vs RLLGX Comparison
Open Charts OWSMX vs RLLGX
Old Westbury Small & Mid Cap Strategies
Price$18.33
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets8.95B
American Funds SMALLCAP World R6
Price$77.87
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets80.75B
OWSMX vs RLLGX Comparison Chart in %
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OWSMX vs. RLLGX commentary
Oct 01, 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 Hold.
FUNDAMENTALS
Fundamentals
RLLGX has more cash in the bank: 80.8B vs. OWSMX (8.95B). RLLGX pays higher dividends than OWSMX: RLLGX (0.89) vs OWSMX (0.80). OWSMX was incepted earlier than RLLGX: OWSMX (21 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). OWSMX annual gain was more profitable for investors over the last year : 7.88 vs. RLLGX (6.27). OWSMX return over 5 years is better than : 18.54 vs. RLLGX (16.28).
| OWSMX | RLLGX | OWSMX / RLLGX | |
| Total Expense Ratio | 1.13 | 0.65 | 174% |
| Annual Report Gross Expense Ratio | 1.17 | 0.65 | 180% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 14.125 | 11.018 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.95B | 80.8B | 11% |
| Annual Yield % from dividends | 0.80 | 0.89 | 90% |
| Returns for 1 year | 7.88 | 6.27 | 126% |
| Returns for 3 years | 47.61 | 46.51 | 102% |
| Returns for 5 years | 18.54 | 16.28 | 114% |
| Returns for 10 years | 26.39 | 71.37 | 37% |
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