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OWSMX vs RSLDX
OWSMX vs RSLDX Comparison
Open Charts OWSMX vs RSLDX
Old Westbury Small & Mid Cap Strategies
Price$17.17
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets8.54B
American Funds SMALLCAP World R5E
Price$70.64
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets75.67B
OWSMX vs RSLDX Comparison Chart in %
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OWSMX vs. RSLDX commentary
Jun 21, 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 Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 75.7B vs. OWSMX (8.54B). OWSMX (0.85) and RSLDX (0.82) have matching dividends . OWSMX was incepted earlier than RSLDX: OWSMX (20 years) vs RSLDX (10 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 : 10.01 vs. RSLDX (5.48). OWSMX return over 5 years is better than : 21.90 vs. RSLDX (19.56).
| 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 | 10 years | - |
| Gain YTD | 7.313 | 3.779 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.54B | 75.7B | 11% |
| Annual Yield % from dividends | 0.85 | 0.82 | 104% |
| Returns for 1 year | 10.01 | 5.48 | 183% |
| Returns for 3 years | 31.61 | 32.86 | 96% |
| Returns for 5 years | 21.90 | 19.56 | 112% |
| Returns for 10 years | 9.47 | N/A | - |
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