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OWSMX vs SMCWX
OWSMX vs SMCWX Comparison
Open Charts OWSMX vs SMCWX
Old Westbury Small & Mid Cap Strategies
Price$16.08
Change+$0.09 (+0.56%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$67.91
Change-$0.02 (-0.03%)
VolumeN/A
CapitalizationN/A
OWSMX vs SMCWX Comparison Chart
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OWSMX vs. SMCWX 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 73.6B vs. OWSMX (8.63B). OWSMX (0.62) and SMCWX (0.61) have matching dividends . OWSMX was incepted earlier than SMCWX: OWSMX (20 years) vs SMCWX (35 years). OWSMX is a more actively managed with annual turnover of: 41.00 vs. SMCWX (29.00). 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 : 6.12 vs. SMCWX (4.27). SMCWX return over 5 years is better than : 12.92 vs. OWSMX (6.55).
| OWSMX | SMCWX | OWSMX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 35 years | - |
| Gain YTD | 5.159 | 3.117 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.63B | 73.6B | 12% |
| Annual Yield % from dividends | 0.62 | 0.61 | 101% |
| Returns for 1 year | 6.12 | 4.27 | 143% |
| Returns for 3 years | -6.88 | -11.74 | 59% |
| Returns for 5 years | 6.55 | 12.92 | 51% |
| Returns for 10 years | 3.59 | 38.25 | 9% |