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OWSMX vs RSEBX
OWSMX vs RSEBX Comparison
Open Charts OWSMX vs RSEBX
Old Westbury Small & Mid Cap Strategies
Price$18.26
Change-$0.23 (-1.24%)
VolumeN/A
Net Assets9.01B
American Funds SMALLCAP World R2E
Price$71.20
Change-$1.31 (-1.81%)
VolumeN/A
Net Assets81.78B
OWSMX vs RSEBX Comparison Chart in %
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OWSMX vs. RSEBX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OWSMX is a Buy and RSEBX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 81.8B vs. OWSMX (9.01B). OWSMX pays higher dividends than RSEBX: OWSMX (0.80) vs RSEBX (0.22). OWSMX was incepted earlier than RSEBX: OWSMX (21 years) vs RSEBX (11 years). RSEBX (1.45) is less costly to investors than OWSMX (1.17). OWSMX is a more actively managed with annual turnover of: 62.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than OWSMX: RSEBX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 7.79 vs. RSEBX (7.02). OWSMX return over 5 years is better than : 11.22 vs. RSEBX (4.76).
| OWSMX | RSEBX | OWSMX / RSEBX | |
| Total Expense Ratio | 1.13 | 1.45 | 78% |
| Annual Report Gross Expense Ratio | 1.17 | 1.45 | 81% |
| Fund Existence | 21 years | 11 years | - |
| Gain YTD | 15.562 | 11.542 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 81.8B | 11% |
| Annual Yield % from dividends | 0.80 | 0.22 | 357% |
| Returns for 1 year | 7.79 | 7.02 | 111% |
| Returns for 3 years | 32.02 | 29.26 | 109% |
| Returns for 5 years | 11.22 | 4.76 | 235% |
| Returns for 10 years | 25.26 | 58.21 | 43% |
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