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OWSMX vs SFCWX
OWSMX vs SFCWX Comparison
Open Charts OWSMX vs SFCWX
Old Westbury Small & Mid Cap Strategies
Price$15.97
Change+$0.25 (+1.59%)
VolumeN/A
Net Assets8.1B
American Funds SMALLCAP World F3
Price$65.07
Change+$1.14 (+1.78%)
VolumeN/A
Net Assets67.94B
OWSMX vs SFCWX Comparison Chart
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OWSMX vs. SFCWX commentary
Apr 25, 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: 67.9B vs. OWSMX (8.1B). 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 : 2.08 vs. SFCWX (-1.46). SFCWX return over 5 years is better than : 30.56 vs. OWSMX (27.02).
| 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 | -1.750 | -5.518 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.1B | 67.9B | 12% |
| Annual Yield % from dividends | 0.92 | 1.04 | 88% |
| Returns for 1 year | 2.08 | -1.46 | -142% |
| Returns for 3 years | 3.48 | 2.37 | 147% |
| Returns for 5 years | 27.02 | 30.56 | 88% |
| Returns for 10 years | -4.75 | N/A | - |
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