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FSWFX vs OWSMX
FSWFX vs OWSMX Comparison
Open Charts FSWFX vs OWSMX
American Funds SMALLCAP World 529-F-2
Price$76.65
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
FSWFX vs OWSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. OWSMX (8.97B). FSWFX pays higher dividends than OWSMX: FSWFX (0.96) vs OWSMX (0.79). FSWFX was incepted earlier than OWSMX: FSWFX (5 years) vs OWSMX (21 years). OWSMX (1.17) is less costly to investors than FSWFX (0.76). FSWFX has a lower initial minimum investment than OWSMX: FSWFX (250) vs OWSMX (1000). OWSMX (16.00) and FSWFX (15.91) have marching annual gain over last year. OWSMX return over 5 years is better than : -0.20 vs. FSWFX (-3.44).
| FSWFX | OWSMX | FSWFX / OWSMX | |
| Total Expense Ratio | 0.76 | 1.13 | 67% |
| Annual Report Gross Expense Ratio | 0.76 | 1.17 | 65% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 4.215 | 0.000 | - |
| Front Load | N/A | 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 | 0.96 | 0.79 | 122% |
| Returns for 1 year | 15.91 | 16.00 | 99% |
| Returns for 3 years | 30.67 | 27.08 | 113% |
| Returns for 5 years | -3.44 | -0.20 | 1,691% |
| Returns for 10 years | N/A | 41.62 | - |
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