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OWSMX vs RSLEX
OWSMX vs RSLEX Comparison
Open Charts OWSMX vs RSLEX
Old Westbury Small & Mid Cap Strategies
Price$18.38
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets8.97B
American Funds SMALLCAP World R4
Price$76.08
Change+$1.47 (+1.97%)
VolumeN/A
Net Assets82.43B
OWSMX vs RSLEX Comparison Chart in %
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OWSMX vs. RSLEX commentary
Feb 04, 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 RSLEX is a Hold.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 82.4B vs. OWSMX (8.97B). OWSMX pays higher dividends than RSLEX: OWSMX (0.79) vs RSLEX (0.70). OWSMX was incepted earlier than RSLEX: OWSMX (21 years) vs RSLEX (24 years). OWSMX (1.17) is less costly to investors than RSLEX (1.00). OWSMX is a more actively managed with annual turnover of: 62.00 vs. RSLEX (41.00). RSLEX has a lower initial minimum investment than OWSMX: RSLEX (250) vs OWSMX (1000). RSLEX (13.29) and OWSMX (12.95) have marching annual gain over last year. OWSMX return over 5 years is better than : -2.67 vs. RSLEX (-7.36).
| OWSMX | RSLEX | OWSMX / RSLEX | |
| Total Expense Ratio | 1.13 | 1.00 | 113% |
| Annual Report Gross Expense Ratio | 1.17 | 1.00 | 117% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 0.000 | 4.779 | - |
| 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 | 0.70 | 112% |
| Returns for 1 year | 12.95 | 13.29 | 97% |
| Returns for 3 years | 23.65 | 24.46 | 97% |
| Returns for 5 years | -2.67 | -7.36 | 36% |
| Returns for 10 years | 41.93 | 104.13 | 40% |
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