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OBEGX vs SFCWX
OBEGX vs SFCWX Comparison
Open Charts OBEGX vs SFCWX
Oberweis Global Opportunities Investor
Price$29.85
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets58.19M
American Funds SMALLCAP World F3
Price$69.22
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
OBEGX vs SFCWX Comparison Chart
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OBEGX vs. SFCWX commentary
May 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 Buy and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 73.3B vs. OBEGX (58.2M). SFCWX pays higher dividends than OBEGX: SFCWX (1.02) vs OBEGX (0.00). OBEGX was incepted earlier than SFCWX: OBEGX (38 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 : 6.53 vs. SFCWX (1.40). SFCWX return over 5 years is better than : 24.66 vs. OBEGX (14.01).
| OBEGX | SFCWX | OBEGX / SFCWX | |
| Total Expense Ratio | 1.48 | 0.65 | 228% |
| Annual Report Gross Expense Ratio | 1.48 | 0.65 | 228% |
| Fund Existence | 38 years | 8 years | - |
| Gain YTD | 0.708 | 0.508 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.2M | 73.3B | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 6.53 | 1.40 | 467% |
| Returns for 3 years | 23.85 | 17.80 | 134% |
| Returns for 5 years | 14.01 | 24.66 | 57% |
| Returns for 10 years | 0.07 | N/A | - |
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