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OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$34.50
Change-$0.16 (-0.46%)
VolumeN/A
Net Assets56.81M
American Funds SMALLCAP World F3
Price$76.52
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
OBGIX vs SFCWX Comparison Chart in %
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OBGIX vs. SFCWX commentary
Oct 18, 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: 81.1B vs. OBGIX (56.8M). SFCWX pays higher dividends than OBGIX: SFCWX (0.90) 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 : 10.28 vs. SFCWX (6.80). SFCWX return over 5 years is better than : 10.29 vs. OBGIX (9.03).
| 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 | 14.163 | 11.143 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.8M | 81.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | 10.28 | 6.80 | 151% |
| Returns for 3 years | 45.63 | 42.09 | 108% |
| Returns for 5 years | 9.03 | 10.29 | 88% |
| Returns for 10 years | N/A | N/A | - |
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