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OWSMX vs SMCWX
OWSMX vs SMCWX Comparison
Open Charts OWSMX vs SMCWX
Old Westbury Small & Mid Cap Strategies
Price$18.33
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets8.95B
American Funds SMALLCAP World A
Price$74.75
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets80.75B
OWSMX vs SMCWX Comparison Chart in %
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OWSMX vs. SMCWX commentary
Oct 01, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 80.8B vs. OWSMX (8.95B). OWSMX pays higher dividends than SMCWX: OWSMX (0.80) vs SMCWX (0.57). OWSMX was incepted earlier than SMCWX: OWSMX (21 years) vs SMCWX (35 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 annual gain was more profitable for investors over the last year : 7.88 vs. SMCWX (5.87). OWSMX return over 5 years is better than : 18.54 vs. SMCWX (14.07).
| 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 | 35 years | - |
| Gain YTD | 14.125 | 10.707 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.95B | 80.8B | 11% |
| Annual Yield % from dividends | 0.80 | 0.57 | 140% |
| Returns for 1 year | 7.88 | 5.87 | 134% |
| Returns for 3 years | 47.61 | 45.29 | 105% |
| Returns for 5 years | 18.54 | 14.07 | 132% |
| Returns for 10 years | 26.39 | 64.94 | 41% |
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