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OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$27.45
Change+$0.59 (+2.20%)
VolumeN/A
Net Assets51.03M
American Funds SMALLCAP World F3
Price$64.79
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets69.04B
OBGIX vs SFCWX Comparison Chart
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OBGIX vs. SFCWX commentary
Mar 12, 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: 69B vs. OBGIX (51M). SFCWX pays higher dividends than OBGIX: SFCWX (1.00) 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 : -4.55 vs. SFCWX (-5.02). SFCWX return over 5 years is better than : 46.42 vs. OBGIX (42.34).
| 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 | -11.528 | -5.924 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51M | 69B | 0% |
| Annual Yield % from dividends | 0.00 | 1.00 | - |
| Returns for 1 year | -4.55 | -5.02 | 91% |
| Returns for 3 years | -0.81 | 1.57 | -52% |
| Returns for 5 years | 42.34 | 46.42 | 91% |
| Returns for 10 years | N/A | N/A | - |
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