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OWSMX vs RSLFX
OWSMX vs RSLFX Comparison
Open Charts OWSMX vs RSLFX
Old Westbury Small & Mid Cap Strategies
Price$18.25
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets8.96B
American Funds SMALLCAP World R5
Price$78.63
Change-$0.16 (-0.20%)
VolumeN/A
Net Assets81.1B
OWSMX vs RSLFX Comparison Chart in %
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OWSMX vs. RSLFX 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 RSLFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 81.1B vs. OWSMX (8.96B). RSLFX (0.83) and OWSMX (0.79) have matching dividends . OWSMX was incepted earlier than RSLFX: OWSMX (21 years) vs RSLFX (23 years). OWSMX (1.17) is less costly to investors than RSLFX (0.70). OWSMX is a more actively managed with annual turnover of: 62.00 vs. RSLFX (32.00). RSLFX has a lower initial minimum investment than OWSMX: RSLFX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 7.95 vs. RSLFX (6.75). OWSMX return over 5 years is better than : 13.10 vs. RSLFX (10.39).
| OWSMX | RSLFX | OWSMX / RSLFX | |
| Total Expense Ratio | 1.13 | 0.70 | 161% |
| Annual Report Gross Expense Ratio | 1.17 | 0.70 | 167% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 14.063 | 11.112 | 127% |
| 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 | 0.83 | 96% |
| Returns for 1 year | 7.95 | 6.75 | 118% |
| Returns for 3 years | 42.56 | 41.97 | 101% |
| Returns for 5 years | 13.10 | 10.39 | 126% |
| Returns for 10 years | 22.45 | 68.61 | 33% |
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