Interact to see
Advertisement
Advertisement
FSWFX vs OWSMX
FSWFX vs OWSMX Comparison
Open Charts FSWFX vs OWSMX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
Old Westbury Small & Mid Cap Strategies
Price$18.26
Change-$0.23 (-1.24%)
VolumeN/A
Net Assets9.01B
FSWFX vs OWSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. OWSMX (9.01B). FSWFX (0.81) and OWSMX (0.80) 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). OWSMX is a more actively managed with annual turnover of: 62.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than OWSMX: FSWFX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 7.79 vs. FSWFX (6.86). OWSMX return over 5 years is better than : 11.22 vs. FSWFX (6.83).
| 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 | 10.182 | 15.562 | 65% |
| 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 | 0.81 | 0.80 | 101% |
| Returns for 1 year | 6.86 | 7.79 | 88% |
| Returns for 3 years | 31.03 | 32.02 | 97% |
| Returns for 5 years | 6.83 | 11.22 | 61% |
| Returns for 10 years | N/A | 25.26 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| OEUR | 33.05 | N/A | N/A |
| ALPS O'Shares Europe Quality Dividend ETF | |||
| MPRO | 30.67 | -0.18 | -0.60% |
| Monarch ProCap ETF | |||
| VIG | 217.70 | -2.40 | -1.09% |
| Vanguard Dividend Appreciation ETF | |||
| PFH | 17.76 | -0.37 | -2.04% |
| Prudential Financial | |||
| HTD | 24.66 | -0.55 | -2.18% |
| John Hancock Tax-Advantaged Dividend Income Fund | |||