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CSPAX vs OBGIX
CSPAX vs OBGIX Comparison
Open Charts CSPAX vs OBGIX
American Funds SMALLCAP World 529A
Price$72.64
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
Oberweis Global Opportunities Instl
Price$34.89
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets65.19M
CSPAX vs OBGIX Comparison Chart in %
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CSPAX vs. OBGIX commentary
Aug 16, 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 CSPAX is a Hold and OBGIX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.3B vs. OBGIX (65.2M). CSPAX pays higher dividends than OBGIX: CSPAX (0.58) vs OBGIX (0.00). CSPAX was incepted earlier than OBGIX: CSPAX (24 years) vs OBGIX (8 years). OBGIX (1.23) is less costly to investors than CSPAX (1.06). OBGIX is a more actively managed with annual turnover of: 103.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than OBGIX: CSPAX (250) vs OBGIX (1000000). OBGIX annual gain was more profitable for investors over the last year : 14.13 vs. CSPAX (10.22). CSPAX (14.95) and OBGIX (14.31) have equivalent 5 years return.
| CSPAX | OBGIX | CSPAX / OBGIX | |
| Total Expense Ratio | 1.06 | 1.23 | 86% |
| Annual Report Gross Expense Ratio | 1.06 | 1.23 | 86% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 9.650 | 14.427 | 67% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3B | 65.2M | 123,160% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 10.22 | 14.13 | 72% |
| Returns for 3 years | 21.60 | 26.24 | 82% |
| Returns for 5 years | 14.95 | 14.31 | 104% |
| Returns for 10 years | 50.82 | N/A | - |
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