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OWSMX vs RSEBX
OWSMX vs RSEBX Comparison
Open Charts OWSMX vs RSEBX
Old Westbury Small & Mid Cap Strategies
Price$16.53
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets8.96B
American Funds SMALLCAP World R2E
Price$67.12
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets76.58B
OWSMX vs RSEBX Comparison Chart
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OWSMX vs. RSEBX commentary
Jan 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 RSEBX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 76.6B vs. OWSMX (8.96B). OWSMX pays higher dividends than RSEBX: OWSMX (0.62) vs RSEBX (0.31). OWSMX was incepted earlier than RSEBX: OWSMX (20 years) vs RSEBX (10 years). OWSMX is a more actively managed with annual turnover of: 41.00 vs. RSEBX (29.00). 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 : 8.72 vs. RSEBX (7.55). RSEBX return over 5 years is better than : 14.28 vs. OWSMX (5.42).
| OWSMX | RSEBX | OWSMX / RSEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 1.750 | 3.199 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 76.6B | 12% |
| Annual Yield % from dividends | 0.62 | 0.31 | 200% |
| Returns for 1 year | 8.72 | 7.55 | 115% |
| Returns for 3 years | 1.29 | -0.88 | -147% |
| Returns for 5 years | 5.42 | 14.28 | 38% |
| Returns for 10 years | 5.59 | 48.70 | 11% |
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