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OWSMX vs RSEBX
OWSMX vs RSEBX Comparison
Open Charts OWSMX vs RSEBX
Old Westbury Small & Mid Cap Strategies
Price$15.46
Change-$0.52 (-3.25%)
VolumeN/A
Net Assets8.55B
American Funds SMALLCAP World R2E
Price$58.87
Change-$2.80 (-4.54%)
VolumeN/A
Net Assets69.74B
OWSMX vs RSEBX Comparison Chart
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OWSMX vs. RSEBX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 69.7B vs. OWSMX (8.55B). OWSMX pays higher dividends than RSEBX: OWSMX (0.92) vs RSEBX (0.23). 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 : 1.10 vs. RSEBX (-5.49). OWSMX (47.52) and RSEBX (47.10) have equivalent 5 years return.
| 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 | -0.125 | -5.167 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 69.7B | 12% |
| Annual Yield % from dividends | 0.92 | 0.23 | 404% |
| Returns for 1 year | 1.10 | -5.49 | -20% |
| Returns for 3 years | -1.77 | -7.25 | 24% |
| Returns for 5 years | 47.52 | 47.10 | 101% |
| Returns for 10 years | -1.82 | 27.96 | -6% |
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