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OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$31.47
Change+$0.37 (+1.19%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$71.71
Change+$0.75 (+1.06%)
VolumeN/A
CapitalizationN/A
OBGIX vs SFCWX Comparison Chart
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OBGIX vs. SFCWX commentary
Nov 22, 2024
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: 75.3B vs. OBGIX (58.6M). 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 : 25.43 vs. SFCWX (16.58). OBGIX return over 5 years is better than : 32.01 vs. SFCWX (22.41).
| 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 | 15.064 | 5.923 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.6M | 75.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 25.43 | 16.58 | 153% |
| Returns for 3 years | -31.90 | -21.09 | 151% |
| Returns for 5 years | 32.01 | 22.41 | 143% |
| Returns for 10 years | N/A | N/A | - |