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OWSMX vs SFCWX
OWSMX vs SFCWX Comparison
Open Charts OWSMX vs SFCWX
Old Westbury Small & Mid Cap Strategies
Price$16.85
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets8.45B
American Funds SMALLCAP World F3
Price$69.22
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
OWSMX vs SFCWX Comparison Chart
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OWSMX vs. SFCWX commentary
May 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 Buy and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 73.3B vs. OWSMX (8.45B). SFCWX pays higher dividends than OWSMX: SFCWX (1.02) vs OWSMX (0.91). OWSMX was incepted earlier than SFCWX: OWSMX (20 years) vs SFCWX (8 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). OWSMX annual gain was more profitable for investors over the last year : 5.54 vs. SFCWX (1.40). OWSMX return over 5 years is better than : 26.45 vs. SFCWX (24.66).
| OWSMX | SFCWX | OWSMX / SFCWX | |
| Total Expense Ratio | 1.13 | 0.65 | 174% |
| Annual Report Gross Expense Ratio | 1.17 | 0.65 | 180% |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | 5.375 | 0.508 | 1,058% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.45B | 73.3B | 12% |
| Annual Yield % from dividends | 0.91 | 1.02 | 89% |
| Returns for 1 year | 5.54 | 1.40 | 396% |
| Returns for 3 years | 19.87 | 17.80 | 112% |
| Returns for 5 years | 26.45 | 24.66 | 107% |
| Returns for 10 years | 1.57 | N/A | - |
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