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OWSMX vs SMCWX
OWSMX vs SMCWX Comparison
Open Charts OWSMX vs SMCWX
Old Westbury Small & Mid Cap Strategies
Price$18.41
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets8.93B
American Funds SMALLCAP World A
Price$75.46
Change+$0.81 (+1.09%)
VolumeN/A
Net Assets80.92B
OWSMX vs SMCWX Comparison Chart in %
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OWSMX vs. SMCWX commentary
Oct 22, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 80.9B vs. OWSMX (8.93B). OWSMX pays higher dividends than SMCWX: OWSMX (0.79) vs SMCWX (0.57). OWSMX was incepted earlier than SMCWX: OWSMX (21 years) vs SMCWX (36 years). OWSMX (1.17) is less costly to investors than SMCWX (1.04). OWSMX is a more actively managed with annual turnover of: 62.00 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than OWSMX: SMCWX (250) vs OWSMX (1000). OWSMX (7.69) and SMCWX (7.57) have marching annual gain over last year. OWSMX return over 5 years is better than : 13.85 vs. SMCWX (10.75).
| OWSMX | SMCWX | OWSMX / SMCWX | |
| Total Expense Ratio | 1.13 | 1.04 | 109% |
| Annual Report Gross Expense Ratio | 1.17 | 1.04 | 113% |
| Fund Existence | 21 years | 36 years | - |
| Gain YTD | 14.063 | 12.013 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 80.9B | 11% |
| Annual Yield % from dividends | 0.79 | 0.57 | 139% |
| Returns for 1 year | 7.69 | 7.57 | 102% |
| Returns for 3 years | 43.22 | 44.10 | 98% |
| Returns for 5 years | 13.85 | 10.75 | 129% |
| Returns for 10 years | 21.52 | 63.32 | 34% |
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