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OWSMX vs SFCWX
OWSMX vs SFCWX Comparison
Open Charts OWSMX vs SFCWX
Old Westbury Small & Mid Cap Strategies
Price$16.08
Change+$0.09 (+0.56%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$69.39
Change-$0.28 (-0.40%)
VolumeN/A
CapitalizationN/A
OWSMX vs SFCWX Comparison Chart
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OWSMX vs. SFCWX commentary
Dec 24, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 73.6B vs. OWSMX (8.63B). SFCWX pays higher dividends than OWSMX: SFCWX (0.95) vs OWSMX (0.62). OWSMX was incepted earlier than SFCWX: OWSMX (20 years) vs SFCWX (8 years). OWSMX is a more actively managed with annual turnover of: 41.00 vs. SFCWX (29.00). 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 : 6.12 vs. SFCWX (4.67). SFCWX return over 5 years is better than : 14.96 vs. OWSMX (6.55).
| OWSMX | SFCWX | OWSMX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | 5.159 | 3.494 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.63B | 73.6B | 12% |
| Annual Yield % from dividends | 0.62 | 0.95 | 65% |
| Returns for 1 year | 6.12 | 4.67 | 131% |
| Returns for 3 years | -6.88 | -11.01 | 62% |
| Returns for 5 years | 6.55 | 14.96 | 44% |
| Returns for 10 years | 3.59 | N/A | - |