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OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$33.22
Change+$0.29 (+0.88%)
VolumeN/A
Net Assets62.64M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
OBGIX vs SFCWX Comparison Chart in %
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OBGIX vs. SFCWX commentary
Jul 05, 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: 79.1B vs. OBGIX (62.6M). SFCWX pays higher dividends than OBGIX: SFCWX (0.94) vs OBGIX (0.00). OBGIX was incepted earlier than SFCWX: OBGIX (8 years) vs SFCWX (8 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 : 13.96 vs. SFCWX (10.80). SFCWX return over 5 years is better than : 23.80 vs. OBGIX (15.11).
| 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 | 8 years | - |
| Gain YTD | 9.420 | 8.805 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6M | 79.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.94 | - |
| Returns for 1 year | 13.96 | 10.80 | 129% |
| Returns for 3 years | 42.82 | 36.16 | 118% |
| Returns for 5 years | 15.11 | 23.80 | 63% |
| Returns for 10 years | N/A | N/A | - |
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