Interact to see
Advertisement
Advertisement
OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$33.68
Change+$0.11 (+0.33%)
VolumeN/A
Net Assets63.09M
American Funds SMALLCAP World F3
Price$75.58
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets79.78B
OBGIX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OBGIX vs. SFCWX commentary
Jul 27, 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: 79.8B vs. OBGIX (63.1M). SFCWX pays higher dividends than OBGIX: SFCWX (0.94) vs OBGIX (0.00). OBGIX was incepted earlier than SFCWX: OBGIX (8 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 : 15.98 vs. SFCWX (10.24). SFCWX return over 5 years is better than : 21.81 vs. OBGIX (13.55).
| 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 | 9 years | - |
| Gain YTD | 10.935 | 9.778 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1M | 79.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.94 | - |
| Returns for 1 year | 15.98 | 10.24 | 156% |
| Returns for 3 years | 35.86 | 33.82 | 106% |
| Returns for 5 years | 13.55 | 21.81 | 62% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement