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CSPAX vs OWSMX
CSPAX vs OWSMX Comparison
Open Charts CSPAX vs OWSMX
American Funds SMALLCAP World 529A
Price$75.44
Change+$1.43 (+1.93%)
VolumeN/A
Net Assets82.43B
Old Westbury Small & Mid Cap Strategies
Price$18.38
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets8.97B
CSPAX vs OWSMX Comparison Chart in %
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CSPAX vs. OWSMX commentary
Feb 04, 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 (0.67). 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). OWSMX is a more actively managed with annual turnover of: 62.00 vs. CSPAX (41.00). CSPAX has a lower initial minimum investment than OWSMX: CSPAX (250) vs OWSMX (1000). CSPAX (13.19) and OWSMX (12.95) have marching annual gain over last year. OWSMX return over 5 years is better than : -2.67 vs. CSPAX (-7.69).
| 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 | 4.763 | 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 | 0.67 | 0.79 | 86% |
| Returns for 1 year | 13.19 | 12.95 | 102% |
| Returns for 3 years | 24.19 | 23.65 | 102% |
| Returns for 5 years | -7.69 | -2.67 | 288% |
| Returns for 10 years | 103.16 | 41.93 | 246% |
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