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FSWFX vs OWSMX
FSWFX vs OWSMX Comparison
Open Charts FSWFX vs OWSMX
American Funds SMALLCAP World 529-F-2
Price$77.46
Change-$0.95 (-1.21%)
VolumeN/A
Net Assets82.31B
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: 82.3B vs. OWSMX (8.97B). FSWFX (0.80) and OWSMX (0.79) have matching dividends . 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). FSWFX annual gain was more profitable for investors over the last year : 9.32 vs. OWSMX (6.86). OWSMX return over 5 years is better than : 4.52 vs. FSWFX (4.09).
| 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 | 16.011 | 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 | 0.80 | 0.79 | 102% |
| Returns for 1 year | 9.32 | 6.86 | 136% |
| Returns for 3 years | 37.49 | 32.95 | 114% |
| Returns for 5 years | 4.09 | 4.52 | 90% |
| Returns for 10 years | N/A | 26.40 | - |
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