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OBGIX vs RSLDX
OBGIX vs RSLDX Comparison
Open Charts OBGIX vs RSLDX
Oberweis Global Opportunities Instl
Price$34.50
Change-$0.16 (-0.46%)
VolumeN/A
Net Assets56.81M
American Funds SMALLCAP World R5E
Price$75.57
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
OBGIX vs RSLDX Comparison Chart in %
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OBGIX vs. RSLDX commentary
Oct 18, 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 RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 81.1B vs. OBGIX (56.8M). RSLDX pays higher dividends than OBGIX: RSLDX (0.78) 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 : 10.28 vs. RSLDX (6.85). RSLDX return over 5 years is better than : 9.74 vs. OBGIX (9.03).
| 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 | 14.163 | 11.242 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.8M | 81.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.78 | - |
| Returns for 1 year | 10.28 | 6.85 | 150% |
| Returns for 3 years | 45.63 | 41.94 | 109% |
| Returns for 5 years | 9.03 | 9.74 | 93% |
| Returns for 10 years | N/A | N/A | - |
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