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OWSMX vs RSLFX
OWSMX vs RSLFX Comparison
Open Charts OWSMX vs RSLFX
Old Westbury Small & Mid Cap Strategies
Price$16.08
Change+$0.09 (+0.56%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R5
Price$71.33
Change-$0.23 (-0.32%)
VolumeN/A
CapitalizationN/A
OWSMX vs RSLFX Comparison Chart
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OWSMX vs. RSLFX commentary
Dec 24, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 73.6B vs. OWSMX (8.63B). RSLFX pays higher dividends than OWSMX: RSLFX (0.87) vs OWSMX (0.62). OWSMX was incepted earlier than RSLFX: OWSMX (20 years) vs RSLFX (23 years). OWSMX is a more actively managed with annual turnover of: 41.00 vs. RSLFX (29.00). 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 : 6.12 vs. RSLFX (4.61). RSLFX return over 5 years is better than : 15.19 vs. OWSMX (6.55).
| OWSMX | RSLFX | OWSMX / RSLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 5.159 | 3.440 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.63B | 73.6B | 12% |
| Annual Yield % from dividends | 0.62 | 0.87 | 71% |
| Returns for 1 year | 6.12 | 4.61 | 133% |
| Returns for 3 years | -6.88 | -11.09 | 62% |
| Returns for 5 years | 6.55 | 15.19 | 43% |
| Returns for 10 years | 3.59 | 43.77 | 8% |