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OBGIX vs RSLDX
OBGIX vs RSLDX Comparison
Open Charts OBGIX vs RSLDX
Oberweis Global Opportunities Instl
Price$35.49
Change+$0.19 (+0.54%)
VolumeN/A
Net Assets59.94M
American Funds SMALLCAP World R5E
Price$76.15
Change+$0.55 (+0.73%)
VolumeN/A
Net Assets81.4B
OBGIX vs RSLDX Comparison Chart in %
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OBGIX vs. RSLDX commentary
Sep 08, 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 RSLDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 81.4B vs. OBGIX (59.9M). RSLDX pays higher dividends than OBGIX: RSLDX (0.79) vs OBGIX (0.00). OBGIX was incepted earlier than RSLDX: OBGIX (8 years) vs RSLDX (10 years). OBGIX (1.23) is less costly to investors than RSLDX (0.80). OBGIX is a more actively managed with annual turnover of: 103.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than OBGIX: RSLDX (250) vs OBGIX (1000000). OBGIX annual gain was more profitable for investors over the last year : 19.58 vs. RSLDX (12.59). OBGIX (19.58) and RSLDX (19.17) have equivalent 5 years return.
| OBGIX | RSLDX | OBGIX / RSLDX | |
| Total Expense Ratio | 1.23 | 0.80 | 154% |
| Annual Report Gross Expense Ratio | 1.23 | 0.80 | 154% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 16.897 | 11.873 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9M | 81.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.79 | - |
| Returns for 1 year | 19.58 | 12.59 | 155% |
| Returns for 3 years | 43.22 | 37.55 | 115% |
| Returns for 5 years | 19.58 | 19.17 | 102% |
| Returns for 10 years | N/A | N/A | - |
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