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OWSMX vs SFCWX
OWSMX vs SFCWX Comparison
Open Charts OWSMX vs SFCWX
Old Westbury Small & Mid Cap Strategies
Price$18.26
Change-$0.23 (-1.24%)
VolumeN/A
Net Assets9.01B
American Funds SMALLCAP World F3
Price$75.93
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets81.78B
OWSMX vs SFCWX Comparison Chart in %
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OWSMX vs. SFCWX commentary
Nov 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.8B vs. OWSMX (9.01B). SFCWX pays higher dividends than OWSMX: SFCWX (0.90) vs OWSMX (0.80). 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 is a more actively managed with annual turnover of: 62.00 vs. SFCWX (32.00). OWSMX has a lower initial minimum investment than SFCWX: OWSMX (1000) vs SFCWX (1000000). SFCWX (7.88) and OWSMX (7.79) have marching annual gain over last year. OWSMX return over 5 years is better than : 11.22 vs. SFCWX (9.26).
| 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 | 12.305 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 81.8B | 11% |
| Annual Yield % from dividends | 0.80 | 0.90 | 89% |
| Returns for 1 year | 7.79 | 7.88 | 99% |
| Returns for 3 years | 32.02 | 32.00 | 100% |
| Returns for 5 years | 11.22 | 9.26 | 121% |
| Returns for 10 years | 25.26 | N/A | - |
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