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OBGIX vs RSEBX
OBGIX vs RSEBX Comparison
Open Charts OBGIX vs RSEBX
Oberweis Global Opportunities Instl
Price$34.89
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets65.19M
American Funds SMALLCAP World R2E
Price$71.11
Change-$0.17 (-0.24%)
VolumeN/A
Net Assets80.31B
OBGIX vs RSEBX Comparison Chart in %
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OBGIX vs. RSEBX commentary
Aug 16, 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 OBGIX is a Buy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 80.3B vs. OBGIX (65.2M). RSEBX pays higher dividends than OBGIX: RSEBX (0.23) vs OBGIX (0.00). OBGIX was incepted earlier than RSEBX: OBGIX (8 years) vs RSEBX (11 years). RSEBX (1.45) is less costly to investors than OBGIX (1.23). OBGIX is a more actively managed with annual turnover of: 103.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than OBGIX: RSEBX (250) vs OBGIX (1000000). OBGIX annual gain was more profitable for investors over the last year : 14.13 vs. RSEBX (9.79). OBGIX return over 5 years is better than : 14.31 vs. RSEBX (12.50).
| OBGIX | RSEBX | OBGIX / RSEBX | |
| Total Expense Ratio | 1.23 | 1.45 | 85% |
| Annual Report Gross Expense Ratio | 1.23 | 1.45 | 85% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 14.427 | 9.389 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.2M | 80.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | 14.13 | 9.79 | 144% |
| Returns for 3 years | 26.24 | 20.18 | 130% |
| Returns for 5 years | 14.31 | 12.50 | 114% |
| Returns for 10 years | N/A | 44.85 | - |
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