Interact to see
Advertisement
Advertisement
OWSMX vs SCWCX
OWSMX vs SCWCX Comparison
Open Charts OWSMX vs SCWCX
OWSMX vs SCWCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OWSMX vs. SCWCX commentary
Jun 20, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 91.5B vs. OWSMX (8.97B). OWSMX pays higher dividends than SCWCX: OWSMX (0.79) vs SCWCX (0.15). OWSMX was incepted earlier than SCWCX: OWSMX (21 years) vs SCWCX (25 years). SCWCX (1.77) is less costly to investors than OWSMX (1.16). OWSMX is a more actively managed with annual turnover of: 61.00 vs. SCWCX (41.00). SCWCX has a lower initial minimum investment than OWSMX: SCWCX (250) vs OWSMX (1000). SCWCX annual gain was more profitable for investors over the last year : 20.34 vs. OWSMX (7.69). OWSMX return over 5 years is better than : -2.72 vs. SCWCX (-6.37).
| OWSMX | SCWCX | OWSMX / SCWCX | |
| Total Expense Ratio | 1.12 | 1.77 | 63% |
| Annual Report Gross Expense Ratio | 1.16 | 1.77 | 66% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 0.000 | 15.453 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 91.5B | 10% |
| Annual Yield % from dividends | 0.79 | 0.15 | 517% |
| Returns for 1 year | 7.69 | 20.34 | 38% |
| Returns for 3 years | 23.26 | 33.37 | 70% |
| Returns for 5 years | -2.72 | -6.37 | 43% |
| Returns for 10 years | 24.66 | 73.21 | 34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AWPIX | 23.71 | 0.41 | +1.76% |
| AB Sustainable Intl Thematic I | |||
| WOFNX | 66.94 | 0.99 | +1.50% |
| Allspring Opportunity Inst | |||
| BLYRX | 40.70 | 0.60 | +1.50% |
| American Beacon Man Lg Cp Growth R6 | |||
| ITRIX | 27.85 | 0.22 | +0.80% |
| VY® T. Rowe Price Capital Apprec I | |||
| FAPMX | 14.31 | 0.10 | +0.70% |
| Fidelity Advisor Healthy Future I | |||