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OBEGX vs SMCFX
OBEGX vs SMCFX Comparison
Open Charts OBEGX vs SMCFX
Oberweis Global Opportunities Investor
Price$29.37
Change-$0.88 (-2.91%)
VolumeN/A
Net Assets56.97M
American Funds SMALLCAP World F2
Price$69.47
Change-$1.57 (-2.21%)
VolumeN/A
Net Assets74.42B
OBEGX vs SMCFX Comparison Chart
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OBEGX vs. SMCFX 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 SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 74.4B vs. OBEGX (57M). SMCFX pays higher dividends than OBEGX: SMCFX (0.85) vs OBEGX (0.00). OBEGX was incepted earlier than SMCFX: OBEGX (38 years) vs SMCFX (17 years). OBEGX is a more actively managed with annual turnover of: 95.00 vs. SMCFX (29.00). SMCFX has a lower initial minimum investment than OBEGX: SMCFX (250) vs OBEGX (1000). OBEGX annual gain was more profitable for investors over the last year : 8.58 vs. SMCFX (1.81). SMCFX (14.60) and OBEGX (13.94) have equivalent 5 years return.
| OBEGX | SMCFX | OBEGX / SMCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 17 years | - |
| Gain YTD | 2.024 | 0.159 | 1,276% |
| 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 | 0.85 | - |
| Returns for 1 year | 8.58 | 1.81 | 474% |
| Returns for 3 years | 7.69 | 1.79 | 429% |
| Returns for 5 years | 13.94 | 14.60 | 95% |
| Returns for 10 years | 13.64 | 48.74 | 28% |