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OWSMX vs RSLFX
OWSMX vs RSLFX Comparison
Open Charts OWSMX vs RSLFX
Old Westbury Small & Mid Cap Strategies
Price$16.37
Change-$0.22 (-1.33%)
VolumeN/A
Net Assets8.88B
American Funds SMALLCAP World R5
Price$70.91
Change-$1.61 (-2.22%)
VolumeN/A
Net Assets74.42B
OWSMX vs RSLFX Comparison Chart
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OWSMX vs. RSLFX commentary
Feb 23, 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: 74.4B vs. OWSMX (8.88B). 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 : 6.37 vs. RSLFX (1.86). RSLFX return over 5 years is better than : 15.10 vs. OWSMX (7.29).
| 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 | 2.313 | 0.170 | 1,364% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.88B | 74.4B | 12% |
| Annual Yield % from dividends | 0.62 | 0.87 | 71% |
| Returns for 1 year | 6.37 | 1.86 | 341% |
| Returns for 3 years | 4.79 | 1.92 | 249% |
| Returns for 5 years | 7.29 | 15.10 | 48% |
| Returns for 10 years | 1.77 | 50.27 | 4% |
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