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OBGIX vs RSEBX
OBGIX vs RSEBX Comparison
Open Charts OBGIX vs RSEBX
Oberweis Global Opportunities Instl
Price$33.22
Change+$0.29 (+0.88%)
VolumeN/A
Net Assets62.64M
American Funds SMALLCAP World R2E
Price$70.45
Change+$0.41 (+0.59%)
VolumeN/A
Net Assets79.12B
OBGIX vs RSEBX Comparison Chart in %
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OBGIX vs. RSEBX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 79.1B vs. OBGIX (62.6M). 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 : 13.96 vs. RSEBX (9.90). RSEBX return over 5 years is better than : 18.70 vs. OBGIX (15.11).
| 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 | 9.420 | 8.373 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6M | 79.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | 13.96 | 9.90 | 141% |
| Returns for 3 years | 42.82 | 33.34 | 128% |
| Returns for 5 years | 15.11 | 18.70 | 81% |
| Returns for 10 years | N/A | 41.22 | - |
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