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OBEGX vs SCWFX
OBEGX vs SCWFX Comparison
Open Charts OBEGX vs SCWFX
Oberweis Global Opportunities Investor
Price$29.37
Change-$0.88 (-2.91%)
VolumeN/A
Net Assets56.97M
American Funds SMALLCAP World F1
Price$66.37
Change-$1.50 (-2.21%)
VolumeN/A
Net Assets74.42B
OBEGX vs SCWFX Comparison Chart
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OBEGX vs. SCWFX commentary
Feb 23, 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 SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 74.4B vs. OBEGX (57M). SCWFX pays higher dividends than OBEGX: SCWFX (0.58) vs OBEGX (0.00). OBEGX was incepted earlier than SCWFX: OBEGX (38 years) vs SCWFX (24 years). OBEGX is a more actively managed with annual turnover of: 95.00 vs. SCWFX (29.00). SCWFX has a lower initial minimum investment than OBEGX: SCWFX (250) vs OBEGX (1000). OBEGX annual gain was more profitable for investors over the last year : 8.58 vs. SCWFX (1.48). OBEGX return over 5 years is better than : 13.94 vs. SCWFX (12.60).
| OBEGX | SCWFX | OBEGX / SCWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | 2.024 | 0.121 | 1,677% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57M | 74.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 8.58 | 1.48 | 579% |
| Returns for 3 years | 7.69 | 1.05 | 736% |
| Returns for 5 years | 13.94 | 12.60 | 111% |
| Returns for 10 years | 13.64 | 43.60 | 31% |
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