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OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$31.49
Change-$0.03 (-0.10%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$71.90
Change-$0.35 (-0.48%)
VolumeN/A
CapitalizationN/A
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OBGIX vs SFCWX Comparison Chart
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OBGIX vs. SFCWX commentary
Sep 21, 2024
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 SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.8B vs. OBGIX (55.7M). SFCWX pays higher dividends than OBGIX: SFCWX (0.95) vs OBGIX (0.00). OBGIX was incepted earlier than SFCWX: OBGIX (7 years) vs SFCWX (8 years). OBGIX is a more actively managed with annual turnover of: 95.00 vs. SFCWX (29.00). OBGIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. OBGIX annual gain was more profitable for investors over the last year : 26.01 vs. SFCWX (20.16). OBGIX return over 5 years is better than : 37.09 vs. SFCWX (27.21).
| OBGIX | SFCWX | OBGIX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 15.137 | 6.204 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.7M | 76.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 26.01 | 20.16 | 129% |
| Returns for 3 years | -30.73 | -21.78 | 141% |
| Returns for 5 years | 37.09 | 27.21 | 136% |
| Returns for 10 years | N/A | N/A | - |