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OBEGX vs RSLDX
OBEGX vs RSLDX Comparison
Open Charts OBEGX vs RSLDX
Oberweis Global Opportunities Investor
Price$26.80
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets52.8M
American Funds SMALLCAP World R5E
Price$61.99
Change+$0.57 (+0.93%)
VolumeN/A
Net Assets66.08B
OBEGX vs RSLDX Comparison Chart
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OBEGX vs. RSLDX commentary
Apr 18, 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 OBEGX is a Hold and RSLDX is a Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 66.1B vs. OBEGX (52.8M). RSLDX pays higher dividends than OBEGX: RSLDX (0.89) vs OBEGX (0.00). OBEGX was incepted earlier than RSLDX: OBEGX (38 years) vs RSLDX (9 years). OBEGX (1.51) is less costly to investors than RSLDX (0.80). OBEGX is a more actively managed with annual turnover of: 95.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than OBEGX: RSLDX (250) vs OBEGX (1000). OBEGX annual gain was more profitable for investors over the last year : 2.12 vs. RSLDX (-3.78). RSLDX return over 5 years is better than : 25.61 vs. OBEGX (18.88).
| OBEGX | RSLDX | OBEGX / RSLDX | |
| Total Expense Ratio | 1.51 | 0.80 | 189% |
| Annual Report Gross Expense Ratio | 1.51 | 0.80 | 189% |
| Fund Existence | 38 years | 9 years | - |
| Gain YTD | -8.904 | -8.959 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.8M | 66.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.89 | - |
| Returns for 1 year | 2.12 | -3.78 | -56% |
| Returns for 3 years | 0.71 | -3.79 | -19% |
| Returns for 5 years | 18.88 | 25.61 | 74% |
| Returns for 10 years | -7.44 | N/A | - |
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