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OWSMX vs RSLFX
OWSMX vs RSLFX Comparison
Open Charts OWSMX vs RSLFX
Old Westbury Small & Mid Cap Strategies
Price$18.33
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets8.95B
American Funds SMALLCAP World R5
Price$78.72
Change+$0.19 (+0.24%)
VolumeN/A
Net Assets80.75B
OWSMX vs RSLFX Comparison Chart in %
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OWSMX vs. RSLFX 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 RSLFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 80.8B vs. OWSMX (8.95B). RSLFX (0.83) and OWSMX (0.80) have matching dividends . OWSMX was incepted earlier than RSLFX: OWSMX (21 years) vs RSLFX (23 years). OWSMX (1.17) is less costly to investors than RSLFX (0.70). OWSMX is a more actively managed with annual turnover of: 62.00 vs. RSLFX (32.00). RSLFX has a lower initial minimum investment than OWSMX: RSLFX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 7.88 vs. RSLFX (6.20). OWSMX return over 5 years is better than : 18.54 vs. RSLFX (16.17).
| OWSMX | RSLFX | OWSMX / RSLFX | |
| Total Expense Ratio | 1.13 | 0.70 | 161% |
| Annual Report Gross Expense Ratio | 1.17 | 0.70 | 167% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 14.125 | 10.971 | 129% |
| 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 | 0.83 | 96% |
| Returns for 1 year | 7.88 | 6.20 | 127% |
| Returns for 3 years | 47.61 | 46.36 | 103% |
| Returns for 5 years | 18.54 | 16.17 | 115% |
| Returns for 10 years | 26.39 | 71.28 | 37% |
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