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OWSMX vs RSLDX
OWSMX vs RSLDX Comparison
Open Charts OWSMX vs RSLDX
Old Westbury Small & Mid Cap Strategies
Price$15.97
Change+$0.25 (+1.59%)
VolumeN/A
Net Assets8.1B
American Funds SMALLCAP World R5E
Price$64.30
Change+$1.12 (+1.77%)
VolumeN/A
Net Assets67.94B
OWSMX vs RSLDX Comparison Chart
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OWSMX vs. RSLDX 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 RSLDX is a Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 67.9B vs. OWSMX (8.1B). OWSMX (0.92) and RSLDX (0.89) have matching dividends . OWSMX was incepted earlier than RSLDX: OWSMX (20 years) vs RSLDX (9 years). OWSMX (1.17) is less costly to investors than RSLDX (0.80). OWSMX is a more actively managed with annual turnover of: 62.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than OWSMX: RSLDX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 2.08 vs. RSLDX (-1.63). RSLDX return over 5 years is better than : 29.64 vs. OWSMX (27.02).
| OWSMX | RSLDX | OWSMX / RSLDX | |
| Total Expense Ratio | 1.13 | 0.80 | 141% |
| Annual Report Gross Expense Ratio | 1.17 | 0.80 | 146% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | -1.750 | -5.566 | 31% |
| 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 | 0.89 | 103% |
| Returns for 1 year | 2.08 | -1.63 | -128% |
| Returns for 3 years | 3.48 | 2.03 | 171% |
| Returns for 5 years | 27.02 | 29.64 | 91% |
| Returns for 10 years | -4.75 | N/A | - |
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