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OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$29.62
Change-$0.20 (-0.67%)
VolumeN/A
Net Assets56.38M
American Funds SMALLCAP World F3
Price$67.73
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets71.85B
OBGIX vs SFCWX Comparison Chart
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OBGIX vs. SFCWX commentary
May 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 Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 71.8B vs. OBGIX (56.4M). SFCWX pays higher dividends than OBGIX: SFCWX (1.02) 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: 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 : 4.00 vs. SFCWX (-0.02). SFCWX return over 5 years is better than : 26.42 vs. OBGIX (18.10).
| 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 | -2.437 | -1.655 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4M | 71.8B | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 4.00 | -0.02 | -26,210% |
| Returns for 3 years | 24.40 | 19.49 | 125% |
| Returns for 5 years | 18.10 | 26.42 | 69% |
| Returns for 10 years | N/A | N/A | - |
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