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OBEGX vs SFCWX
OBEGX vs SFCWX Comparison
Open Charts OBEGX vs SFCWX
Oberweis Global Opportunities Investor
Price$33.63
Change-$0.16 (-0.47%)
VolumeN/A
Net Assets56.4M
American Funds SMALLCAP World F3
Price$76.52
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets80.92B
OBEGX vs SFCWX Comparison Chart in %
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OBEGX vs. SFCWX commentary
Oct 19, 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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 80.9B vs. OBEGX (56.4M). SFCWX pays higher dividends than OBEGX: SFCWX (0.90) vs OBEGX (0.00). OBEGX was incepted earlier than SFCWX: OBEGX (39 years) vs SFCWX (9 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 : 9.47 vs. SFCWX (6.80). SFCWX return over 5 years is better than : 10.29 vs. OBEGX (6.76).
| 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 | 9 years | - |
| Gain YTD | 13.423 | 11.143 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4M | 80.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | 9.47 | 6.80 | 139% |
| Returns for 3 years | 43.84 | 42.09 | 104% |
| Returns for 5 years | 6.76 | 10.29 | 66% |
| Returns for 10 years | 18.54 | N/A | - |
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