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OWSMX vs SCWCX
OWSMX vs SCWCX Comparison
Open Charts OWSMX vs SCWCX
Old Westbury Small & Mid Cap Strategies
Price$16.37
Change-$0.22 (-1.33%)
VolumeN/A
Net Assets8.88B
American Funds SMALLCAP World C
Price$54.68
Change-$1.24 (-2.22%)
VolumeN/A
Net Assets74.42B
OWSMX vs SCWCX Comparison Chart
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OWSMX vs. SCWCX 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 SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 74.4B vs. OWSMX (8.88B). OWSMX pays higher dividends than SCWCX: OWSMX (0.62) vs SCWCX (0.08). OWSMX was incepted earlier than SCWCX: OWSMX (20 years) vs SCWCX (24 years). OWSMX is a more actively managed with annual turnover of: 41.00 vs. SCWCX (29.00). SCWCX has a lower initial minimum investment than OWSMX: SCWCX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 6.37 vs. SCWCX (0.77). OWSMX return over 5 years is better than : 7.29 vs. SCWCX (6.50).
| OWSMX | SCWCX | OWSMX / SCWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 2.313 | 0.018 | 12,640% |
| 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 | 0.08 | 734% |
| Returns for 1 year | 6.37 | 0.77 | 822% |
| Returns for 3 years | 4.79 | -1.07 | -448% |
| Returns for 5 years | 7.29 | 6.50 | 112% |
| Returns for 10 years | 1.77 | 27.54 | 6% |
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