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OBEGX vs SMCWX
OBEGX vs SMCWX Comparison
Open Charts OBEGX vs SMCWX
Oberweis Global Opportunities Investor
Price$29.60
Change-$0.92 (-3.01%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$68.17
Change-$2.14 (-3.04%)
VolumeN/A
CapitalizationN/A
OBEGX vs SMCWX Comparison Chart
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OBEGX vs. SMCWX commentary
Dec 19, 2024
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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 76.3B vs. OBEGX (59.4M). SMCWX pays higher dividends than OBEGX: SMCWX (0.61) vs OBEGX (0.00). OBEGX was incepted earlier than SMCWX: OBEGX (38 years) vs SMCWX (35 years). OBEGX is a more actively managed with annual turnover of: 95.00 vs. SMCWX (29.00). SMCWX has a lower initial minimum investment than OBEGX: SMCWX (250) vs OBEGX (1000). OBEGX annual gain was more profitable for investors over the last year : 11.28 vs. SMCWX (4.01). OBEGX return over 5 years is better than : 19.94 vs. SMCWX (12.68).
| OBEGX | SMCWX | OBEGX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 35 years | - |
| Gain YTD | 10.530 | 2.898 | 363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.4M | 76.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | 11.28 | 4.01 | 281% |
| Returns for 3 years | -29.34 | -10.89 | 269% |
| Returns for 5 years | 19.94 | 12.68 | 157% |
| Returns for 10 years | 4.85 | 37.65 | 13% |
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