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OWSMX vs SFCWX
OWSMX vs SFCWX Comparison
Open Charts OWSMX vs SFCWX
Old Westbury Small & Mid Cap Strategies
Price$17.79
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets8.67B
American Funds SMALLCAP World F3
Price$74.70
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets78.93B
OWSMX vs SFCWX Comparison Chart in %
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OWSMX vs. SFCWX commentary
Nov 20, 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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 78.9B vs. OWSMX (8.67B). SFCWX pays higher dividends than OWSMX: SFCWX (0.90) vs OWSMX (0.80). OWSMX was incepted earlier than SFCWX: OWSMX (21 years) vs SFCWX (9 years). OWSMX (1.17) is less costly to investors than SFCWX (0.65). OWSMX is a more actively managed with annual turnover of: 62.00 vs. SFCWX (32.00). OWSMX has a lower initial minimum investment than SFCWX: OWSMX (1000) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 6.37 vs. OWSMX (5.78). OWSMX return over 5 years is better than : 5.21 vs. SFCWX (3.53).
| OWSMX | SFCWX | OWSMX / SFCWX | |
| Total Expense Ratio | 1.13 | 0.65 | 174% |
| Annual Report Gross Expense Ratio | 1.17 | 0.65 | 180% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 11.312 | 8.500 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 78.9B | 11% |
| Annual Yield % from dividends | 0.80 | 0.90 | 89% |
| Returns for 1 year | 5.78 | 6.37 | 91% |
| Returns for 3 years | 29.70 | 30.43 | 98% |
| Returns for 5 years | 5.21 | 3.53 | 148% |
| Returns for 10 years | 17.54 | N/A | - |
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