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FSFWX vs OWSMX
FSFWX vs OWSMX Comparison
Open Charts FSFWX vs OWSMX
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
Old Westbury Small & Mid Cap Strategies
Price$18.26
Change-$0.23 (-1.24%)
VolumeN/A
Net Assets9.01B
FSFWX vs OWSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. OWSMX (9.01B). FSFWX pays higher dividends than OWSMX: FSFWX (0.88) vs OWSMX (0.80). FSFWX was incepted earlier than OWSMX: FSFWX (5 years) vs OWSMX (21 years). OWSMX (1.17) is less costly to investors than FSFWX (0.71). OWSMX is a more actively managed with annual turnover of: 62.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than OWSMX: FSFWX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 7.79 vs. FSFWX (6.93). OWSMX return over 5 years is better than : 11.22 vs. FSFWX (7.14).
| FSFWX | OWSMX | FSFWX / OWSMX | |
| Total Expense Ratio | 0.71 | 1.13 | 63% |
| Annual Report Gross Expense Ratio | 0.71 | 1.17 | 61% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 10.245 | 15.562 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 9.01B | 908% |
| Annual Yield % from dividends | 0.88 | 0.80 | 110% |
| Returns for 1 year | 6.93 | 7.79 | 89% |
| Returns for 3 years | 31.20 | 32.02 | 97% |
| Returns for 5 years | 7.14 | 11.22 | 64% |
| Returns for 10 years | N/A | 25.26 | - |
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