OBEGX
Price
$38.01
Change
+$0.10 (+0.26%)
Updated
Sep 11 closing price
Net Assets
69.74M
SMCFX
Price
$84.98
Change
+$0.28 (+0.33%)
Updated
Sep 11 closing price
Net Assets
91.39B
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OBEGX vs SMCFX

OBEGX vs SMCFX Comparison Chart in %
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OBEGX vs. SMCFX commentary
Sep 12, 2026

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 Buy.

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FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 91.4B vs. OBEGX (69.7M). SMCFX pays higher dividends than OBEGX: SMCFX (0.80) vs OBEGX (0.00). OBEGX was incepted earlier than SMCFX: OBEGX (40 years) vs SMCFX (18 years). OBEGX (1.44) is less costly to investors than SMCFX (0.76). OBEGX is a more actively managed with annual turnover of: 85.00 vs. SMCFX (41.00). SMCFX has a lower initial minimum investment than OBEGX: SMCFX (250) vs OBEGX (1000). SMCFX annual gain was more profitable for investors over the last year : 9.40 vs. OBEGX (7.24). SMCFX return over 5 years is better than : -7.92 vs. OBEGX (-17.37).
OBEGXSMCFXOBEGX / SMCFX
Total Expense Ratio1.440.76189%
Annual Report Gross Expense Ratio1.440.76189%
Fund Existence40 years18 years-
Gain YTD20.57912.482165%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets69.7M91.4B0%
Annual Yield % from dividends0.000.80-
Returns for 1 year7.249.4077%
Returns for 3 years46.9938.74121%
Returns for 5 years-17.37-7.92219%
Returns for 10 years49.9088.5056%
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