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OWSMX vs SFCWX
OWSMX vs SFCWX Comparison
Open Charts OWSMX vs SFCWX
Old Westbury Small & Mid Cap Strategies
Price$18.49
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets8.97B
American Funds SMALLCAP World F3
Price$78.98
Change-$0.97 (-1.21%)
VolumeN/A
Net Assets82.31B
OWSMX vs SFCWX Comparison Chart in %
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OWSMX vs. SFCWX commentary
Dec 14, 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 Buy and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.3B vs. OWSMX (8.97B). SFCWX pays higher dividends than OWSMX: SFCWX (0.88) vs OWSMX (0.79). OWSMX was incepted earlier than SFCWX: OWSMX (21 years) vs SFCWX (9 years). OWSMX (1.17) is less costly to investors than SFCWX (0.65). OWSMX has a lower initial minimum investment than SFCWX: OWSMX (1000) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 9.44 vs. OWSMX (6.86). SFCWX (4.53) and OWSMX (4.52) have equivalent 5 years return.
| OWSMX | SFCWX | OWSMX / SFCWX | |
| Total Expense Ratio | 1.13 | 0.65 | 174% |
| Annual Report Gross Expense Ratio | 1.17 | 0.65 | 180% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 15.562 | 16.125 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 82.3B | 11% |
| Annual Yield % from dividends | 0.79 | 0.88 | 89% |
| Returns for 1 year | 6.86 | 9.44 | 73% |
| Returns for 3 years | 32.95 | 37.48 | 88% |
| Returns for 5 years | 4.52 | 4.53 | 100% |
| Returns for 10 years | 26.40 | N/A | - |
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