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OWSMX vs RSLEX
OWSMX vs RSLEX Comparison
Open Charts OWSMX vs RSLEX
Old Westbury Small & Mid Cap Strategies
Price$18.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.9B
American Funds SMALLCAP World R4
Price$73.24
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets80.31B
OWSMX vs RSLEX Comparison Chart in %
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OWSMX vs. RSLEX commentary
Aug 18, 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 StrongBuy and RSLEX is a Hold.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 80.3B vs. OWSMX (8.9B). OWSMX pays higher dividends than RSLEX: OWSMX (0.83) vs RSLEX (0.62). OWSMX was incepted earlier than RSLEX: OWSMX (20 years) vs RSLEX (23 years). OWSMX (1.17) is less costly to investors than RSLEX (1.00). OWSMX is a more actively managed with annual turnover of: 62.00 vs. RSLEX (32.00). RSLEX has a lower initial minimum investment than OWSMX: RSLEX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 11.50 vs. RSLEX (10.29). OWSMX return over 5 years is better than : 17.60 vs. RSLEX (15.34).
| OWSMX | RSLEX | OWSMX / RSLEX | |
| Total Expense Ratio | 1.13 | 1.00 | 113% |
| Annual Report Gross Expense Ratio | 1.17 | 1.00 | 117% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 12.500 | 9.696 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.9B | 80.3B | 11% |
| Annual Yield % from dividends | 0.83 | 0.62 | 133% |
| Returns for 1 year | 11.50 | 10.29 | 112% |
| Returns for 3 years | 22.68 | 21.84 | 104% |
| Returns for 5 years | 17.60 | 15.34 | 115% |
| Returns for 10 years | 17.03 | 51.51 | 33% |
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