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OWSMX vs SMCWX
OWSMX vs SMCWX Comparison
Open Charts OWSMX vs SMCWX
Old Westbury Small & Mid Cap Strategies
Price$18.40
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets8.97B
American Funds SMALLCAP World A
Price$75.54
Change+$0.30 (+0.40%)
VolumeN/A
Net Assets81.4B
OWSMX vs SMCWX Comparison Chart in %
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OWSMX vs. SMCWX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.4B vs. OWSMX (8.97B). OWSMX pays higher dividends than SMCWX: OWSMX (0.80) vs SMCWX (0.57). 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). SMCWX (14.64) and OWSMX (14.08) have marching annual gain over last year. OWSMX return over 5 years is better than : 20.28 vs. SMCWX (18.66).
| 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 | 14.188 | 12.132 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 81.4B | 11% |
| Annual Yield % from dividends | 0.80 | 0.57 | 140% |
| Returns for 1 year | 14.08 | 14.64 | 96% |
| Returns for 3 years | 31.09 | 31.53 | 99% |
| Returns for 5 years | 20.28 | 18.66 | 109% |
| Returns for 10 years | 25.31 | 61.97 | 41% |
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