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OWSMX vs RSLDX
OWSMX vs RSLDX Comparison
Open Charts OWSMX vs RSLDX
Old Westbury Small & Mid Cap Strategies
Price$16.85
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets8.45B
American Funds SMALLCAP World R5E
Price$68.40
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
OWSMX vs RSLDX Comparison Chart
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OWSMX vs. RSLDX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 73.3B vs. OWSMX (8.45B). OWSMX (0.91) and RSLDX (0.88) 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 : 5.54 vs. RSLDX (1.23). OWSMX return over 5 years is better than : 26.45 vs. RSLDX (23.80).
| 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 | 5.375 | 0.455 | 1,181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.45B | 73.3B | 12% |
| Annual Yield % from dividends | 0.91 | 0.88 | 103% |
| Returns for 1 year | 5.54 | 1.23 | 449% |
| Returns for 3 years | 19.87 | 17.45 | 114% |
| Returns for 5 years | 26.45 | 23.80 | 111% |
| Returns for 10 years | 1.57 | N/A | - |
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