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OWSMX vs SFCWX
OWSMX vs SFCWX Comparison
Open Charts OWSMX vs SFCWX
Old Westbury Small & Mid Cap Strategies
Price$17.16
Change-$0.24 (-1.38%)
VolumeN/A
Net Assets8.65B
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets76.67B
OWSMX vs SFCWX Comparison Chart
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OWSMX vs. SFCWX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.7B vs. OWSMX (8.65B). SFCWX pays higher dividends than OWSMX: SFCWX (0.96) vs OWSMX (0.85). 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 : 11.27 vs. SFCWX (5.16). OWSMX return over 5 years is better than : 26.69 vs. SFCWX (24.19).
| 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 | 8.750 | 3.557 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 76.7B | 11% |
| Annual Yield % from dividends | 0.85 | 0.96 | 89% |
| Returns for 1 year | 11.27 | 5.16 | 218% |
| Returns for 3 years | 31.60 | 31.15 | 101% |
| Returns for 5 years | 26.69 | 24.19 | 110% |
| Returns for 10 years | 11.75 | N/A | - |
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