Interact to see
Advertisement
Advertisement
OWSMX vs RSEBX
OWSMX vs RSEBX Comparison
Open Charts OWSMX vs RSEBX
Old Westbury Small & Mid Cap Strategies
Price$16.85
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets8.45B
American Funds SMALLCAP World R2E
Price$65.16
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
OWSMX vs RSEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OWSMX vs. RSEBX commentary
May 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 Buy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 73.3B vs. OWSMX (8.45B). OWSMX pays higher dividends than RSEBX: OWSMX (0.91) vs RSEBX (0.22). OWSMX was incepted earlier than RSEBX: OWSMX (20 years) vs RSEBX (11 years). RSEBX (1.45) is less costly to investors than OWSMX (1.17). OWSMX is a more actively managed with annual turnover of: 62.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than OWSMX: RSEBX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 5.54 vs. RSEBX (0.58). OWSMX return over 5 years is better than : 26.45 vs. RSEBX (19.55).
| OWSMX | RSEBX | OWSMX / RSEBX | |
| Total Expense Ratio | 1.13 | 1.45 | 78% |
| Annual Report Gross Expense Ratio | 1.17 | 1.45 | 81% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 5.375 | 0.200 | 2,689% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.45B | 73.3B | 12% |
| Annual Yield % from dividends | 0.91 | 0.22 | 406% |
| Returns for 1 year | 5.54 | 0.58 | 951% |
| Returns for 3 years | 19.87 | 15.36 | 129% |
| Returns for 5 years | 26.45 | 19.55 | 135% |
| Returns for 10 years | 1.57 | 28.85 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers