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
Aug 23, 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 Buy and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 89B vs. OWSMX (8.97B). OWSMX pays higher dividends than SCWCX: OWSMX (0.79) vs SCWCX (0.12). 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 : 13.27 vs. OWSMX (2.72). OWSMX return over 5 years is better than : -2.32 vs. SCWCX (-8.84).
| 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 | 14.057 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 89B | 10% |
| Annual Yield % from dividends | 0.79 | 0.12 | 648% |
| Returns for 1 year | 2.72 | 13.27 | 21% |
| Returns for 3 years | 29.63 | 36.14 | 82% |
| Returns for 5 years | -2.32 | -8.84 | 26% |
| Returns for 10 years | 18.81 | 61.14 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers