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OWSMX vs RSEBX
OWSMX vs RSEBX Comparison
Open Charts OWSMX vs RSEBX
Old Westbury Small & Mid Cap Strategies
Price$17.07
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets8.49B
American Funds SMALLCAP World R2E
Price$67.05
Change-$0.21 (-0.31%)
VolumeN/A
Net Assets75.42B
OWSMX vs RSEBX Comparison Chart in %
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OWSMX vs. RSEBX commentary
Jun 24, 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: 75.4B vs. OWSMX (8.49B). OWSMX pays higher dividends than RSEBX: OWSMX (0.85) vs RSEBX (0.21). 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 : 9.23 vs. RSEBX (4.84). OWSMX return over 5 years is better than : 21.19 vs. RSEBX (15.08).
| 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 | 6.687 | 3.143 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49B | 75.4B | 11% |
| Annual Yield % from dividends | 0.85 | 0.21 | 407% |
| Returns for 1 year | 9.23 | 4.84 | 190% |
| Returns for 3 years | 29.00 | 28.28 | 103% |
| Returns for 5 years | 21.19 | 15.08 | 141% |
| Returns for 10 years | 7.72 | 29.80 | 26% |
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