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OWSMX vs SFCWX
OWSMX vs SFCWX Comparison
Open Charts OWSMX vs SFCWX
Old Westbury Small & Mid Cap Strategies
Price$15.46
Change-$0.52 (-3.25%)
VolumeN/A
Net Assets8.55B
American Funds SMALLCAP World F3
Price$62.46
Change-$2.98 (-4.55%)
VolumeN/A
Net Assets69.74B
OWSMX vs SFCWX Comparison Chart
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OWSMX vs. SFCWX commentary
Apr 04, 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: 69.7B vs. OWSMX (8.55B). SFCWX pays higher dividends than OWSMX: SFCWX (1.04) vs OWSMX (0.92). 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 : 1.10 vs. SFCWX (-4.72). SFCWX return over 5 years is better than : 53.43 vs. OWSMX (47.52).
| 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 | -0.125 | -4.980 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 69.7B | 12% |
| Annual Yield % from dividends | 0.92 | 1.04 | 88% |
| Returns for 1 year | 1.10 | -4.72 | -23% |
| Returns for 3 years | -1.77 | -5.29 | 34% |
| Returns for 5 years | 47.52 | 53.43 | 89% |
| Returns for 10 years | -1.82 | N/A | - |
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