OWSMX
Price
$18.41
Change
+$0.16 (+0.88%)
Updated
Oct 20 closing price
Net Assets
8.93B
RSLFX
Price
$79.48
Change
+$0.85 (+1.08%)
Updated
Oct 20 closing price
Net Assets
80.92B
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OWSMX vs RSLFX

Header iconOWSMX vs RSLFX Comparison
Open Charts OWSMX vs RSLFXBanner chart's image
Old Westbury Small & Mid Cap Strategies
Price$18.41
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets8.93B
American Funds SMALLCAP World R5
Price$79.48
Change+$0.85 (+1.08%)
VolumeN/A
Net Assets80.92B
OWSMX vs RSLFX Comparison Chart in %
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OWSMX vs. RSLFX commentary
Oct 21, 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.

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FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 80.9B vs. OWSMX (8.93B). RSLFX (0.83) and OWSMX (0.79) 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). RSLFX (7.93) and OWSMX (7.69) have marching annual gain over last year. OWSMX return over 5 years is better than : 13.85 vs. RSLFX (12.81).
OWSMXRSLFXOWSMX / RSLFX
Total Expense Ratio1.130.70161%
Annual Report Gross Expense Ratio1.170.70167%
Fund Existence21 years23 years-
Gain YTD14.06312.313114%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets8.93B80.9B11%
Annual Yield % from dividends0.790.8396%
Returns for 1 year7.697.9397%
Returns for 3 years43.2245.1896%
Returns for 5 years13.8512.81108%
Returns for 10 years21.5269.6131%
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