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OWSMX vs RSLDX
OWSMX vs RSLDX Comparison
Open Charts OWSMX vs RSLDX
Old Westbury Small & Mid Cap Strategies
Price$15.46
Change-$0.52 (-3.25%)
VolumeN/A
Net Assets8.55B
American Funds SMALLCAP World R5E
Price$61.74
Change-$2.94 (-4.55%)
VolumeN/A
Net Assets69.74B
OWSMX vs RSLDX Comparison Chart
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OWSMX vs. RSLDX 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 RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 69.7B vs. OWSMX (8.55B). 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 : 1.10 vs. RSLDX (-4.87). RSLDX return over 5 years is better than : 52.36 vs. OWSMX (47.52).
| 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 | -0.125 | -5.008 | 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 | 0.89 | 103% |
| Returns for 1 year | 1.10 | -4.87 | -23% |
| Returns for 3 years | -1.77 | -5.58 | 32% |
| Returns for 5 years | 47.52 | 52.36 | 91% |
| Returns for 10 years | -1.82 | N/A | - |
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