OWSMX
Price
$18.41
Change
+$0.16 (+0.88%)
Updated
Oct 20 closing price
Net Assets
8.93B
SMCWX
Price
$75.46
Change
+$0.81 (+1.09%)
Updated
Oct 20 closing price
Net Assets
80.92B
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OWSMX vs SMCWX

Header iconOWSMX vs SMCWX Comparison
Open Charts OWSMX vs SMCWXBanner chart's image
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.

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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).
OWSMXSMCWXOWSMX / SMCWX
Total Expense Ratio1.131.04109%
Annual Report Gross Expense Ratio1.171.04113%
Fund Existence21 years36 years-
Gain YTD14.06312.013117%
Front LoadN/A6%-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets8.93B80.9B11%
Annual Yield % from dividends0.790.57139%
Returns for 1 year7.697.57102%
Returns for 3 years43.2244.1098%
Returns for 5 years13.8510.75129%
Returns for 10 years21.5263.3234%
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