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OWSMX vs RSLFX
OWSMX vs RSLFX Comparison
Open Charts OWSMX vs RSLFX
Old Westbury Small & Mid Cap Strategies
Price$18.38
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets8.97B
American Funds SMALLCAP World R5
Price$80.91
Change+$1.64 (+2.07%)
VolumeN/A
Net Assets82.43B
OWSMX vs RSLFX Comparison Chart in %
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OWSMX vs. RSLFX 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 RSLFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 82.4B vs. OWSMX (8.97B). RSLFX pays higher dividends than OWSMX: RSLFX (0.92) vs OWSMX (0.79). OWSMX was incepted earlier than RSLFX: OWSMX (21 years) vs RSLFX (24 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 (41.00). RSLFX has a lower initial minimum investment than OWSMX: RSLFX (250) vs OWSMX (1000). RSLFX annual gain was more profitable for investors over the last year : 13.90 vs. OWSMX (12.95). OWSMX return over 5 years is better than : -2.67 vs. RSLFX (-5.53).
| 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 | 24 years | - |
| Gain YTD | 0.000 | 4.792 | - |
| 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 | 0.92 | 86% |
| Returns for 1 year | 12.95 | 13.90 | 93% |
| Returns for 3 years | 23.65 | 25.87 | 91% |
| Returns for 5 years | -2.67 | -5.53 | 48% |
| Returns for 10 years | 41.93 | 112.27 | 37% |
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