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FSFWX vs OWSMX
FSFWX vs OWSMX Comparison
Open Charts FSFWX vs OWSMX
American Funds SMALLCAP World 529-F-3
Price$77.58
Change-$0.96 (-1.22%)
VolumeN/A
Net Assets82.31B
Old Westbury Small & Mid Cap Strategies
Price$18.49
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets8.97B
FSFWX vs OWSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 82.3B vs. OWSMX (8.97B). FSFWX pays higher dividends than OWSMX: FSFWX (0.86) vs OWSMX (0.79). FSFWX was incepted earlier than OWSMX: FSFWX (5 years) vs OWSMX (21 years). OWSMX (1.17) is less costly to investors than FSFWX (0.70). FSFWX has a lower initial minimum investment than OWSMX: FSFWX (250) vs OWSMX (1000). FSFWX annual gain was more profitable for investors over the last year : 9.38 vs. OWSMX (6.86). OWSMX (4.52) and FSFWX (4.39) have equivalent 5 years return.
| FSFWX | OWSMX | FSFWX / OWSMX | |
| Total Expense Ratio | 0.70 | 1.13 | 62% |
| Annual Report Gross Expense Ratio | 0.70 | 1.17 | 60% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 16.084 | 15.562 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 8.97B | 918% |
| Annual Yield % from dividends | 0.86 | 0.79 | 110% |
| Returns for 1 year | 9.38 | 6.86 | 137% |
| Returns for 3 years | 37.67 | 32.95 | 114% |
| Returns for 5 years | 4.39 | 4.52 | 97% |
| Returns for 10 years | N/A | 26.40 | - |
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