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OWSMX vs RSLDX
OWSMX vs RSLDX Comparison
Open Charts OWSMX vs RSLDX
Old Westbury Small & Mid Cap Strategies
Price$17.79
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets8.67B
American Funds SMALLCAP World R5E
Price$73.77
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
OWSMX vs RSLDX Comparison Chart in %
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OWSMX vs. RSLDX commentary
Nov 20, 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: 78.9B vs. OWSMX (8.67B). OWSMX (0.80) and RSLDX (0.78) have matching dividends . OWSMX was incepted earlier than RSLDX: OWSMX (21 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). RSLDX annual gain was more profitable for investors over the last year : 6.22 vs. OWSMX (5.78). OWSMX return over 5 years is better than : 5.21 vs. RSLDX (2.82).
| OWSMX | RSLDX | OWSMX / RSLDX | |
| Total Expense Ratio | 1.13 | 0.80 | 141% |
| Annual Report Gross Expense Ratio | 1.17 | 0.80 | 146% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 11.312 | 8.377 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 78.9B | 11% |
| Annual Yield % from dividends | 0.80 | 0.78 | 103% |
| Returns for 1 year | 5.78 | 6.22 | 93% |
| Returns for 3 years | 29.70 | 30.04 | 99% |
| Returns for 5 years | 5.21 | 2.82 | 185% |
| Returns for 10 years | 17.54 | 59.49 | 29% |
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