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OBEGX vs SMCFX
OBEGX vs SMCFX Comparison
Open Charts OBEGX vs SMCFX
Oberweis Global Opportunities Investor
Price$26.43
Change+$2.10 (+8.63%)
VolumeN/A
Net Assets48.2M
American Funds SMALLCAP World F2
Price$62.45
Change+$4.10 (+7.03%)
VolumeN/A
Net Assets61.55B
OBEGX vs SMCFX Comparison Chart
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OBEGX vs. SMCFX commentary
Apr 11, 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 SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 61.6B vs. OBEGX (48.2M). SMCFX pays higher dividends than OBEGX: SMCFX (0.92) vs OBEGX (0.00). OBEGX was incepted earlier than SMCFX: OBEGX (38 years) vs SMCFX (17 years). OBEGX (1.51) is less costly to investors than SMCFX (0.76). OBEGX is a more actively managed with annual turnover of: 95.00 vs. SMCFX (32.00). 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 : -12.58 vs. SMCFX (-16.11). SMCFX return over 5 years is better than : 20.61 vs. OBEGX (12.28).
| OBEGX | SMCFX | OBEGX / SMCFX | |
| Total Expense Ratio | 1.51 | 0.76 | 199% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 38 years | 17 years | - |
| Gain YTD | -17.943 | -15.874 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.2M | 61.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.92 | - |
| Returns for 1 year | -12.58 | -16.11 | 78% |
| Returns for 3 years | -10.91 | -12.52 | 87% |
| Returns for 5 years | 12.28 | 20.61 | 60% |
| Returns for 10 years | -16.99 | 20.16 | -84% |
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