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OBEGX vs SFCWX
OBEGX vs SFCWX Comparison
Open Charts OBEGX vs SFCWX
Oberweis Global Opportunities Investor
Price$32.85
Change+$0.11 (+0.34%)
VolumeN/A
Net Assets62.87M
American Funds SMALLCAP World F3
Price$75.58
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets79.4B
OBEGX vs SFCWX Comparison Chart in %
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OBEGX vs. SFCWX commentary
Jul 26, 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 Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.4B vs. OBEGX (62.9M). SFCWX pays higher dividends than OBEGX: SFCWX (0.94) vs OBEGX (0.00). OBEGX was incepted earlier than SFCWX: OBEGX (39 years) vs SFCWX (8 years). OBEGX (1.48) is less costly to investors than SFCWX (0.65). OBEGX is a more actively managed with annual turnover of: 103.00 vs. SFCWX (32.00). OBEGX has a lower initial minimum investment than SFCWX: OBEGX (1000) vs SFCWX (1000000). OBEGX annual gain was more profitable for investors over the last year : 15.28 vs. SFCWX (10.24). SFCWX return over 5 years is better than : 21.81 vs. OBEGX (11.32).
| OBEGX | SFCWX | OBEGX / SFCWX | |
| Total Expense Ratio | 1.48 | 0.65 | 228% |
| Annual Report Gross Expense Ratio | 1.48 | 0.65 | 228% |
| Fund Existence | 39 years | 8 years | - |
| Gain YTD | 10.422 | 9.778 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.9M | 79.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.94 | - |
| Returns for 1 year | 15.28 | 10.24 | 149% |
| Returns for 3 years | 34.35 | 33.82 | 102% |
| Returns for 5 years | 11.32 | 21.81 | 52% |
| Returns for 10 years | 7.66 | N/A | - |
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