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OWSMX vs RSEBX
OWSMX vs RSEBX Comparison
Open Charts OWSMX vs RSEBX
Old Westbury Small & Mid Cap Strategies
Price$18.02
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets8.92B
American Funds SMALLCAP World R2E
Price$71.04
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets79.78B
OWSMX vs RSEBX Comparison Chart in %
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OWSMX vs. RSEBX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 79.8B vs. OWSMX (8.93B). OWSMX pays higher dividends than RSEBX: OWSMX (0.83) 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 : 11.83 vs. RSEBX (9.34). OWSMX return over 5 years is better than : 22.33 vs. RSEBX (16.78).
| 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 | 12.625 | 9.281 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 79.8B | 11% |
| Annual Yield % from dividends | 0.83 | 0.23 | 355% |
| Returns for 1 year | 11.83 | 9.34 | 127% |
| Returns for 3 years | 32.84 | 31.03 | 106% |
| Returns for 5 years | 22.33 | 16.78 | 133% |
| Returns for 10 years | 18.04 | 43.37 | 42% |
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