Ad is loading...
OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$30.49
Change+$0.12 (+0.40%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$69.39
Change-$0.28 (-0.40%)
VolumeN/A
CapitalizationN/A
OBGIX vs SFCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OBGIX vs. SFCWX commentary
Dec 22, 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 Hold and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 73.6B vs. OBGIX (57.9M). SFCWX pays higher dividends than OBGIX: SFCWX (0.95) vs OBGIX (0.00). OBGIX was incepted earlier than SFCWX: OBGIX (8 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 : 12.05 vs. SFCWX (4.67). OBGIX return over 5 years is better than : 22.70 vs. SFCWX (14.96).
| OBGIX | SFCWX | OBGIX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 11.481 | 3.494 | 329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.9M | 73.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 12.05 | 4.67 | 258% |
| Returns for 3 years | -29.34 | -11.01 | 266% |
| Returns for 5 years | 22.70 | 14.96 | 152% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...