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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$77.98
Change-$0.96 (-1.22%)
VolumeN/A
Net Assets82.31B
OWSMX vs RSLDX Comparison Chart in %
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OWSMX vs. RSLDX 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 RSLDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 82.3B vs. OWSMX (8.97B). OWSMX (0.79) and RSLDX (0.76) have matching dividends . 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). RSLDX annual gain was more profitable for investors over the last year : 9.27 vs. OWSMX (6.86). OWSMX return over 5 years is better than : 4.52 vs. RSLDX (3.80).
| 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 | 15.562 | 15.972 | 97% |
| 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 | 0.76 | 103% |
| Returns for 1 year | 6.86 | 9.27 | 74% |
| Returns for 3 years | 32.95 | 37.09 | 89% |
| Returns for 5 years | 4.52 | 3.80 | 119% |
| Returns for 10 years | 26.40 | 77.25 | 34% |
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