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OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$27.46
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets52.92M
American Funds SMALLCAP World F3
Price$62.72
Change+$0.58 (+0.93%)
VolumeN/A
Net Assets66.69B
OBGIX vs SFCWX Comparison Chart
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OBGIX vs. SFCWX commentary
Apr 19, 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 SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 66.7B vs. OBGIX (52.9M). SFCWX pays higher dividends than OBGIX: SFCWX (1.04) vs OBGIX (0.00). OBGIX was incepted earlier than SFCWX: OBGIX (8 years) vs SFCWX (8 years). OBGIX (1.25) is less costly to investors than SFCWX (0.65). OBGIX is a more actively managed with annual turnover of: 95.00 vs. SFCWX (32.00). OBGIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. OBGIX annual gain was more profitable for investors over the last year : 1.82 vs. SFCWX (-3.64). SFCWX return over 5 years is better than : 26.47 vs. OBGIX (19.97).
| OBGIX | SFCWX | OBGIX / SFCWX | |
| Total Expense Ratio | 1.25 | 0.65 | 192% |
| Annual Report Gross Expense Ratio | 1.25 | 0.65 | 192% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | -9.552 | -8.930 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 66.7B | 0% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | 1.82 | -3.64 | -50% |
| Returns for 3 years | 1.22 | -3.52 | -35% |
| Returns for 5 years | 19.97 | 26.47 | 75% |
| Returns for 10 years | N/A | N/A | - |
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