Interact to see
Advertisement
Advertisement
OWSMX vs SFCWX
OWSMX vs SFCWX Comparison
Open Charts OWSMX vs SFCWX
Old Westbury Small & Mid Cap Strategies
Price$18.02
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets8.92B
American Funds SMALLCAP World F3
Price$75.58
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets79.78B
OWSMX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OWSMX vs. SFCWX commentary
Jul 27, 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: 79.8B vs. OWSMX (8.93B). SFCWX pays higher dividends than OWSMX: SFCWX (0.94) vs OWSMX (0.83). OWSMX was incepted earlier than SFCWX: OWSMX (20 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). OWSMX annual gain was more profitable for investors over the last year : 11.83 vs. SFCWX (10.24). OWSMX (22.33) and SFCWX (21.81) have equivalent 5 years return.
| 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 | 9 years | - |
| Gain YTD | 12.625 | 9.778 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 79.8B | 11% |
| Annual Yield % from dividends | 0.83 | 0.94 | 88% |
| Returns for 1 year | 11.83 | 10.24 | 116% |
| Returns for 3 years | 32.84 | 33.82 | 97% |
| Returns for 5 years | 22.33 | 21.81 | 102% |
| Returns for 10 years | 18.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement