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OWSMX vs RSLFX
OWSMX vs RSLFX Comparison
Open Charts OWSMX vs RSLFX
Old Westbury Small & Mid Cap Strategies
Price$17.79
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets8.67B
American Funds SMALLCAP World R5
Price$76.76
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets78.93B
OWSMX vs RSLFX Comparison Chart in %
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OWSMX vs. RSLFX commentary
Nov 20, 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 RSLFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 78.9B vs. OWSMX (8.67B). RSLFX (0.82) and OWSMX (0.80) have matching dividends . OWSMX was incepted earlier than RSLFX: OWSMX (21 years) vs RSLFX (24 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). RSLFX annual gain was more profitable for investors over the last year : 6.34 vs. OWSMX (5.78). OWSMX return over 5 years is better than : 5.21 vs. RSLFX (3.64).
| 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 | 24 years | - |
| Gain YTD | 11.312 | 8.469 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 78.9B | 11% |
| Annual Yield % from dividends | 0.80 | 0.82 | 97% |
| Returns for 1 year | 5.78 | 6.34 | 91% |
| Returns for 3 years | 29.70 | 30.33 | 98% |
| Returns for 5 years | 5.21 | 3.64 | 143% |
| Returns for 10 years | 17.54 | 62.79 | 28% |
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