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OWSMX vs RLLGX
OWSMX vs RLLGX Comparison
Open Charts OWSMX vs RLLGX
Old Westbury Small & Mid Cap Strategies
Price$18.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.9B
American Funds SMALLCAP World R6
Price$76.93
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets80.31B
OWSMX vs RLLGX Comparison Chart in %
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OWSMX vs. RLLGX commentary
Aug 18, 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 StrongBuy and RLLGX is a Hold.
FUNDAMENTALS
Fundamentals
RLLGX has more cash in the bank: 80.3B vs. OWSMX (8.9B). RLLGX pays higher dividends than OWSMX: RLLGX (0.92) vs OWSMX (0.83). 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). OWSMX annual gain was more profitable for investors over the last year : 11.50 vs. RLLGX (10.68). OWSMX (17.60) and RLLGX (17.54) 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 | 12.500 | 9.932 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.9B | 80.3B | 11% |
| Annual Yield % from dividends | 0.83 | 0.92 | 90% |
| Returns for 1 year | 11.50 | 10.68 | 108% |
| Returns for 3 years | 22.68 | 22.72 | 100% |
| Returns for 5 years | 17.60 | 17.54 | 100% |
| Returns for 10 years | 17.03 | 57.53 | 30% |
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