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OWSMX vs RSLDX
OWSMX vs RSLDX Comparison
Open Charts OWSMX vs RSLDX
Old Westbury Small & Mid Cap Strategies
Price$18.49
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets8.97B
American Funds SMALLCAP World R5E
Price$77.23
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets82.43B
OWSMX vs RSLDX Comparison Chart in %
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OWSMX vs. RSLDX commentary
Jan 15, 2026
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 Hold and RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 82.4B vs. OWSMX (8.97B). RSLDX pays higher dividends than OWSMX: RSLDX (0.91) vs OWSMX (0.79). OWSMX was incepted earlier than RSLDX: OWSMX (21 years) vs RSLDX (10 years). OWSMX (1.17) is less costly to investors than RSLDX (0.80). RSLDX has a lower initial minimum investment than OWSMX: RSLDX (250) vs OWSMX (1000). OWSMX (16.00) and RSLDX (15.91) have marching annual gain over last year. OWSMX return over 5 years is better than : -0.20 vs. RSLDX (-3.68).
| OWSMX | RSLDX | OWSMX / RSLDX | |
| Total Expense Ratio | 1.13 | 0.80 | 141% |
| Annual Report Gross Expense Ratio | 1.17 | 0.80 | 146% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 0.000 | 4.224 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 82.4B | 11% |
| Annual Yield % from dividends | 0.79 | 0.91 | 86% |
| Returns for 1 year | 16.00 | 15.91 | 101% |
| Returns for 3 years | 27.08 | 30.54 | 89% |
| Returns for 5 years | -0.20 | -3.68 | 6% |
| Returns for 10 years | 41.62 | 103.65 | 40% |
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