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OWSMX vs RSLEX
OWSMX vs RSLEX Comparison
Open Charts OWSMX vs RSLEX
Old Westbury Small & Mid Cap Strategies
Price$18.25
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets8.96B
American Funds SMALLCAP World R4
Price$74.00
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
OWSMX vs RSLEX Comparison Chart in %
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OWSMX vs. RSLEX 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 RSLEX is a Hold.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 81.1B vs. OWSMX (8.96B). OWSMX pays higher dividends than RSLEX: OWSMX (0.79) vs RSLEX (0.60). OWSMX was incepted earlier than RSLEX: OWSMX (21 years) vs RSLEX (23 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 (32.00). RSLEX has a lower initial minimum investment than OWSMX: RSLEX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 7.95 vs. RSLEX (6.43). OWSMX return over 5 years is better than : 13.10 vs. RSLEX (8.41).
| 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 | 23 years | - |
| Gain YTD | 14.063 | 10.835 | 130% |
| 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 | 0.60 | 133% |
| Returns for 1 year | 7.95 | 6.43 | 124% |
| Returns for 3 years | 42.56 | 41.07 | 104% |
| Returns for 5 years | 13.10 | 8.41 | 156% |
| Returns for 10 years | 22.45 | 62.22 | 36% |
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