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OWSMX vs SMCWX
OWSMX vs SMCWX Comparison
Open Charts OWSMX vs SMCWX
OWSMX vs SMCWX Comparison Chart in %
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OWSMX vs. SMCWX commentary
Aug 23, 2026
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: 89B vs. OWSMX (8.97B). OWSMX pays higher dividends than SMCWX: OWSMX (0.79) vs SMCWX (0.61). OWSMX was incepted earlier than SMCWX: OWSMX (21 years) vs SMCWX (36 years). OWSMX (1.16) is less costly to investors than SMCWX (1.03). OWSMX is a more actively managed with annual turnover of: 61.00 vs. SMCWX (41.00). SMCWX has a lower initial minimum investment than OWSMX: SMCWX (250) vs OWSMX (1000). SMCWX annual gain was more profitable for investors over the last year : 15.20 vs. OWSMX (2.72). OWSMX return over 5 years is better than : -2.32 vs. SMCWX (-2.63).
| OWSMX | SMCWX | OWSMX / SMCWX | |
| Total Expense Ratio | 1.12 | 1.03 | 109% |
| Annual Report Gross Expense Ratio | 1.16 | 1.03 | 113% |
| Fund Existence | 21 years | 36 years | - |
| Gain YTD | 0.000 | 14.586 | - |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 89B | 10% |
| Annual Yield % from dividends | 0.79 | 0.61 | 129% |
| Returns for 1 year | 2.72 | 15.20 | 18% |
| Returns for 3 years | 29.63 | 40.57 | 73% |
| Returns for 5 years | -2.32 | -2.63 | 88% |
| Returns for 10 years | 18.81 | 83.11 | 23% |
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