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OWSMX vs RSLFX
OWSMX vs RSLFX Comparison
Open Charts OWSMX vs RSLFX
Old Westbury Small & Mid Cap Strategies
Price$18.40
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets8.97B
American Funds SMALLCAP World R5
Price$79.54
Change+$0.32 (+0.40%)
VolumeN/A
Net Assets81.4B
OWSMX vs RSLFX Comparison Chart in %
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OWSMX vs. RSLFX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 81.4B vs. OWSMX (8.97B). RSLFX (0.83) and OWSMX (0.80) have matching dividends . OWSMX was incepted earlier than RSLFX: OWSMX (20 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). RSLFX (14.56) and OWSMX (14.08) have marching annual gain over last year. RSLFX (20.39) and OWSMX (20.28) have equivalent 5 years return.
| OWSMX | RSLFX | OWSMX / RSLFX | |
| Total Expense Ratio | 1.13 | 0.70 | 161% |
| Annual Report Gross Expense Ratio | 1.17 | 0.70 | 167% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 14.188 | 11.946 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 81.4B | 11% |
| Annual Yield % from dividends | 0.80 | 0.83 | 96% |
| Returns for 1 year | 14.08 | 14.56 | 97% |
| Returns for 3 years | 31.09 | 31.99 | 97% |
| Returns for 5 years | 20.28 | 20.39 | 99% |
| Returns for 10 years | 25.31 | 67.55 | 37% |
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