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OWSMX vs RSLDX
OWSMX vs RSLDX Comparison
Open Charts OWSMX vs RSLDX
Old Westbury Small & Mid Cap Strategies
Price$18.25
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets8.96B
American Funds SMALLCAP World R5E
Price$75.57
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
OWSMX vs RSLDX Comparison Chart in %
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OWSMX vs. RSLDX commentary
Oct 19, 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 Hold and RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 81.1B vs. OWSMX (8.96B). OWSMX (0.79) and RSLDX (0.78) 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). OWSMX is a more actively managed with annual turnover of: 62.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than OWSMX: RSLDX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 7.95 vs. RSLDX (6.64). OWSMX return over 5 years is better than : 13.10 vs. RSLDX (9.52).
| 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 | 14.063 | 11.021 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 81.1B | 11% |
| Annual Yield % from dividends | 0.79 | 0.78 | 102% |
| Returns for 1 year | 7.95 | 6.64 | 120% |
| Returns for 3 years | 42.56 | 41.66 | 102% |
| Returns for 5 years | 13.10 | 9.52 | 138% |
| Returns for 10 years | 22.45 | N/A | - |
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