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OWSMX vs RSEBX
OWSMX vs RSEBX Comparison
Open Charts OWSMX vs RSEBX
Old Westbury Small & Mid Cap Strategies
Price$18.49
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets8.97B
American Funds SMALLCAP World R2E
Price$74.02
Change-$0.91 (-1.21%)
VolumeN/A
Net Assets82.31B
OWSMX vs RSEBX Comparison Chart in %
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OWSMX vs. RSEBX commentary
Dec 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 82.3B vs. OWSMX (8.97B). OWSMX pays higher dividends than RSEBX: OWSMX (0.79) 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). RSEBX has a lower initial minimum investment than OWSMX: RSEBX (250) vs OWSMX (1000). RSEBX annual gain was more profitable for investors over the last year : 8.56 vs. OWSMX (6.86). OWSMX return over 5 years is better than : 4.52 vs. RSEBX (0.23).
| 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 | 15.265 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 82.3B | 11% |
| Annual Yield % from dividends | 0.79 | 0.22 | 357% |
| Returns for 1 year | 6.86 | 8.56 | 80% |
| Returns for 3 years | 32.95 | 34.67 | 95% |
| Returns for 5 years | 4.52 | 0.23 | 1,997% |
| Returns for 10 years | 26.40 | 66.38 | 40% |
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