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OBGIX vs RSEBX
OBGIX vs RSEBX Comparison
Open Charts OBGIX vs RSEBX
Oberweis Global Opportunities Instl
Price$27.45
Change+$0.59 (+2.20%)
VolumeN/A
Net Assets51.03M
American Funds SMALLCAP World R2E
Price$61.09
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets69.04B
OBGIX vs RSEBX Comparison Chart
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OBGIX vs. RSEBX commentary
Mar 12, 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 Hold and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 69B vs. OBGIX (51M). RSEBX pays higher dividends than OBGIX: RSEBX (0.22) 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 (1.25). OBGIX is a more actively managed with annual turnover of: 95.00 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 : -4.55 vs. RSEBX (-5.77). OBGIX (42.34) and RSEBX (40.42) have equivalent 5 years return.
| OBGIX | RSEBX | OBGIX / RSEBX | |
| Total Expense Ratio | 1.25 | 1.45 | 86% |
| Annual Report Gross Expense Ratio | 1.25 | 1.45 | 86% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -11.528 | -6.059 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51M | 69B | 0% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | -4.55 | -5.77 | 79% |
| Returns for 3 years | -0.81 | -0.54 | 151% |
| Returns for 5 years | 42.34 | 40.42 | 105% |
| Returns for 10 years | N/A | 30.75 | - |
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