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OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$34.42
Change+$0.32 (+0.94%)
VolumeN/A
Net Assets55.59M
American Funds SMALLCAP World F3
Price$74.70
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets78.93B
OBGIX vs SFCWX Comparison Chart in %
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OBGIX vs. SFCWX commentary
Nov 20, 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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 78.9B vs. OBGIX (55.6M). SFCWX pays higher dividends than OBGIX: SFCWX (0.90) vs OBGIX (0.00). OBGIX was incepted earlier than SFCWX: OBGIX (9 years) vs SFCWX (9 years). OBGIX (1.23) is less costly to investors than SFCWX (0.65). OBGIX is a more actively managed with annual turnover of: 103.00 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 : 9.89 vs. SFCWX (6.37). SFCWX return over 5 years is better than : 3.53 vs. OBGIX (0.71).
| OBGIX | SFCWX | OBGIX / SFCWX | |
| Total Expense Ratio | 1.23 | 0.65 | 189% |
| Annual Report Gross Expense Ratio | 1.23 | 0.65 | 189% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 12.319 | 8.500 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6M | 78.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | 9.89 | 6.37 | 155% |
| Returns for 3 years | 27.57 | 30.43 | 91% |
| Returns for 5 years | 0.71 | 3.53 | 20% |
| Returns for 10 years | N/A | N/A | - |
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