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OWSMX vs SFCWX
OWSMX vs SFCWX Comparison
Open Charts OWSMX vs SFCWX
Old Westbury Small & Mid Cap Strategies
Price$18.38
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets8.97B
American Funds SMALLCAP World F3
Price$78.60
Change+$1.45 (+1.88%)
VolumeN/A
Net Assets82.43B
OWSMX vs SFCWX Comparison Chart in %
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OWSMX vs. SFCWX 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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.4B vs. OWSMX (8.97B). SFCWX pays higher dividends than OWSMX: SFCWX (1.00) 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 is a more actively managed with annual turnover of: 62.00 vs. SFCWX (41.00). 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 : 13.84 vs. OWSMX (12.95). OWSMX return over 5 years is better than : -2.67 vs. SFCWX (-5.67).
| 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 | 0.000 | 4.814 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 82.4B | 11% |
| Annual Yield % from dividends | 0.79 | 1.00 | 78% |
| Returns for 1 year | 12.95 | 13.84 | 94% |
| Returns for 3 years | 23.65 | 25.94 | 91% |
| Returns for 5 years | -2.67 | -5.67 | 47% |
| Returns for 10 years | 41.93 | N/A | - |
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