Interact to see
Advertisement
Advertisement
OWSMX vs RSLEX
OWSMX vs RSLEX Comparison
Open Charts OWSMX vs RSLEX
Old Westbury Small & Mid Cap Strategies
Price$18.33
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets8.95B
American Funds SMALLCAP World R4
Price$74.40
Change+$0.30 (+0.40%)
VolumeN/A
Net Assets80.75B
OWSMX vs RSLEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OWSMX vs. RSLEX commentary
Oct 01, 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 RSLEX is a Hold.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 80.8B vs. OWSMX (8.95B). OWSMX pays higher dividends than RSLEX: OWSMX (0.80) vs RSLEX (0.60). OWSMX was incepted earlier than RSLEX: OWSMX (21 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 : 7.88 vs. RSLEX (5.89). OWSMX return over 5 years is better than : 18.54 vs. RSLEX (14.11).
| OWSMX | RSLEX | OWSMX / RSLEX | |
| Total Expense Ratio | 1.13 | 1.00 | 113% |
| Annual Report Gross Expense Ratio | 1.17 | 1.00 | 117% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 14.125 | 10.730 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.95B | 80.8B | 11% |
| Annual Yield % from dividends | 0.80 | 0.60 | 133% |
| Returns for 1 year | 7.88 | 5.89 | 134% |
| Returns for 3 years | 47.61 | 45.45 | 105% |
| Returns for 5 years | 18.54 | 14.11 | 131% |
| Returns for 10 years | 26.39 | 64.81 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers