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OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$31.31
Change-$0.52 (-1.63%)
VolumeN/A
Net Assets59.2M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
OBGIX vs SFCWX Comparison Chart
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OBGIX vs. SFCWX commentary
Jun 15, 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: 75.5B vs. OBGIX (59.2M). SFCWX pays higher dividends than OBGIX: SFCWX (0.96) vs OBGIX (0.00). OBGIX was incepted earlier than SFCWX: OBGIX (8 years) vs SFCWX (8 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 : 8.30 vs. SFCWX (5.19). SFCWX return over 5 years is better than : 24.23 vs. OBGIX (15.88).
| OBGIX | SFCWX | OBGIX / SFCWX | |
| Total Expense Ratio | 1.23 | 0.65 | 189% |
| Annual Report Gross Expense Ratio | 1.23 | 0.65 | 189% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 3.129 | 3.590 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2M | 75.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.96 | - |
| Returns for 1 year | 8.30 | 5.19 | 160% |
| Returns for 3 years | 33.86 | 31.20 | 109% |
| Returns for 5 years | 15.88 | 24.23 | 66% |
| Returns for 10 years | N/A | N/A | - |
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