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OWSMX vs SMCWX
OWSMX vs SMCWX Comparison
Open Charts OWSMX vs SMCWX
Old Westbury Small & Mid Cap Strategies
Price$18.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.9B
American Funds SMALLCAP World A
Price$73.88
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
OWSMX vs SMCWX Comparison Chart in %
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OWSMX vs. SMCWX commentary
Aug 18, 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 StrongBuy and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 80.3B vs. OWSMX (8.9B). OWSMX pays higher dividends than SMCWX: OWSMX (0.83) vs SMCWX (0.59). OWSMX was incepted earlier than SMCWX: OWSMX (20 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 : 11.50 vs. SMCWX (10.26). OWSMX return over 5 years is better than : 17.60 vs. SMCWX (15.28).
| OWSMX | SMCWX | OWSMX / SMCWX | |
| Total Expense Ratio | 1.13 | 1.04 | 109% |
| Annual Report Gross Expense Ratio | 1.17 | 1.04 | 113% |
| Fund Existence | 20 years | 35 years | - |
| Gain YTD | 12.500 | 9.668 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.9B | 80.3B | 11% |
| Annual Yield % from dividends | 0.83 | 0.59 | 140% |
| Returns for 1 year | 11.50 | 10.26 | 112% |
| Returns for 3 years | 22.68 | 21.69 | 105% |
| Returns for 5 years | 17.60 | 15.28 | 115% |
| Returns for 10 years | 17.03 | 51.61 | 33% |
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