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OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$31.23
Change+$0.40 (+1.30%)
VolumeN/A
Net Assets58.76M
American Funds SMALLCAP World F3
Price$71.05
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets75.73B
OBGIX vs SFCWX Comparison Chart
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OBGIX vs. SFCWX commentary
Jan 31, 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 StrongBuy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.7B vs. OBGIX (58.8M). 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 : 11.18 vs. SFCWX (9.33). OBGIX (23.32) and SFCWX (22.90) have equivalent 5 years return.
| 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 | 1.548 | 3.165 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.8M | 75.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 11.18 | 9.33 | 120% |
| Returns for 3 years | 1.02 | 0.66 | 155% |
| Returns for 5 years | 23.32 | 22.90 | 102% |
| Returns for 10 years | N/A | N/A | - |
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