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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$78.16
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
OWSMX vs SFCWX Comparison Chart in %
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OWSMX vs. SFCWX commentary
Jan 15, 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 (1.04) 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 (16.13) and OWSMX (16.00) have marching annual gain over last year. OWSMX return over 5 years is better than : -0.20 vs. SFCWX (-2.99).
| 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 | 4.227 | - |
| 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 | 1.04 | 76% |
| Returns for 1 year | 16.00 | 16.13 | 99% |
| Returns for 3 years | 27.08 | 31.19 | 87% |
| Returns for 5 years | -0.20 | -2.99 | 7% |
| Returns for 10 years | 41.62 | N/A | - |
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