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OWSMX vs RSEBX
OWSMX vs RSEBX Comparison
Open Charts OWSMX vs RSEBX
Old Westbury Small & Mid Cap Strategies
Price$15.97
Change+$0.25 (+1.59%)
VolumeN/A
Net Assets8.1B
American Funds SMALLCAP World R2E
Price$61.29
Change+$1.07 (+1.78%)
VolumeN/A
Net Assets67.94B
OWSMX vs RSEBX Comparison Chart
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OWSMX vs. RSEBX commentary
Apr 25, 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: 67.9B vs. OWSMX (8.1B). 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 : 2.08 vs. RSEBX (-2.26). OWSMX return over 5 years is better than : 27.02 vs. RSEBX (25.19).
| 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 | -1.750 | -5.751 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.1B | 67.9B | 12% |
| Annual Yield % from dividends | 0.92 | 0.23 | 404% |
| Returns for 1 year | 2.08 | -2.26 | -92% |
| Returns for 3 years | 3.48 | 0.24 | 1,428% |
| Returns for 5 years | 27.02 | 25.19 | 107% |
| Returns for 10 years | -4.75 | 24.40 | -19% |
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