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OWSMX vs SMCWX
OWSMX vs SMCWX Comparison
Open Charts OWSMX vs SMCWX
Old Westbury Small & Mid Cap Strategies
Price$18.38
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets8.97B
American Funds SMALLCAP World A
Price$76.78
Change+$1.51 (+2.01%)
VolumeN/A
Net Assets82.43B
OWSMX vs SMCWX Comparison Chart in %
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OWSMX vs. SMCWX 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.4B vs. OWSMX (8.97B). OWSMX pays higher dividends than SMCWX: OWSMX (0.79) vs SMCWX (0.68). OWSMX was incepted earlier than SMCWX: OWSMX (21 years) vs SMCWX (36 years). OWSMX (1.17) is less costly to investors than SMCWX (1.03). OWSMX is a more actively managed with annual turnover of: 62.00 vs. SMCWX (41.00). SMCWX has a lower initial minimum investment than OWSMX: SMCWX (250) vs OWSMX (1000). SMCWX (13.30) and OWSMX (12.95) have marching annual gain over last year. OWSMX return over 5 years is better than : -2.67 vs. SMCWX (-7.39).
| OWSMX | SMCWX | OWSMX / SMCWX | |
| Total Expense Ratio | 1.13 | 1.03 | 110% |
| Annual Report Gross Expense Ratio | 1.17 | 1.03 | 114% |
| Fund Existence | 21 years | 36 years | - |
| Gain YTD | 0.000 | 4.762 | - |
| Front Load | N/A | 6% | - |
| 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 | 0.68 | 116% |
| Returns for 1 year | 12.95 | 13.30 | 97% |
| Returns for 3 years | 23.65 | 24.37 | 97% |
| Returns for 5 years | -2.67 | -7.39 | 36% |
| Returns for 10 years | 41.93 | 104.21 | 40% |
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