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CSPAX vs OWSMX
CSPAX vs OWSMX Comparison
Open Charts CSPAX vs OWSMX
American Funds SMALLCAP World 529A
Price$75.03
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
Old Westbury Small & Mid Cap Strategies
Price$18.49
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets8.97B
CSPAX vs OWSMX Comparison Chart in %
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CSPAX vs. OWSMX commentary
Jan 15, 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 CSPAX is a Hold and OWSMX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.4B vs. OWSMX (8.97B). OWSMX pays higher dividends than CSPAX: OWSMX (0.79) vs CSPAX (0.70). CSPAX was incepted earlier than OWSMX: CSPAX (24 years) vs OWSMX (21 years). OWSMX (1.17) is less costly to investors than CSPAX (1.04). CSPAX has a lower initial minimum investment than OWSMX: CSPAX (250) vs OWSMX (1000). OWSMX (16.00) and CSPAX (15.48) have marching annual gain over last year. OWSMX return over 5 years is better than : -0.20 vs. CSPAX (-5.07).
| CSPAX | OWSMX | CSPAX / OWSMX | |
| Total Expense Ratio | 1.04 | 1.13 | 92% |
| Annual Report Gross Expense Ratio | 1.04 | 1.17 | 89% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 4.194 | 0.000 | - |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 8.97B | 919% |
| Annual Yield % from dividends | 0.70 | 0.79 | 89% |
| Returns for 1 year | 15.48 | 16.00 | 97% |
| Returns for 3 years | 29.35 | 27.08 | 108% |
| Returns for 5 years | -5.07 | -0.20 | 2,496% |
| Returns for 10 years | 98.97 | 41.62 | 238% |
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