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OWSMX vs RSLEX
OWSMX vs RSLEX Comparison
Open Charts OWSMX vs RSLEX
Old Westbury Small & Mid Cap Strategies
Price$15.46
Change-$0.52 (-3.25%)
VolumeN/A
Net Assets8.55B
American Funds SMALLCAP World R4
Price$60.52
Change-$2.89 (-4.56%)
VolumeN/A
Net Assets69.74B
OWSMX vs RSLEX Comparison Chart
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OWSMX vs. RSLEX commentary
Apr 04, 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 RSLEX is a Hold.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 69.7B vs. OWSMX (8.55B). OWSMX pays higher dividends than RSLEX: OWSMX (0.92) vs RSLEX (0.67). 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 : 1.10 vs. RSLEX (-5.05). RSLEX return over 5 years is better than : 50.82 vs. OWSMX (47.52).
| 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 | -0.125 | -5.061 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 69.7B | 12% |
| Annual Yield % from dividends | 0.92 | 0.67 | 137% |
| Returns for 1 year | 1.10 | -5.05 | -22% |
| Returns for 3 years | -1.77 | -5.97 | 30% |
| Returns for 5 years | 47.52 | 50.82 | 94% |
| Returns for 10 years | -1.82 | 33.75 | -5% |
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