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OBGIX vs SMCWX
OBGIX vs SMCWX Comparison
Open Charts OBGIX vs SMCWX
Oberweis Global Opportunities Instl
Price$30.49
Change+$0.12 (+0.40%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$67.91
Change-$0.02 (-0.03%)
VolumeN/A
CapitalizationN/A
OBGIX vs SMCWX Comparison Chart
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OBGIX vs. SMCWX commentary
Dec 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 Hold and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 73.6B vs. OBGIX (57.9M). SMCWX pays higher dividends than OBGIX: SMCWX (0.61) vs OBGIX (0.00). OBGIX was incepted earlier than SMCWX: OBGIX (8 years) vs SMCWX (35 years). OBGIX is a more actively managed with annual turnover of: 95.00 vs. SMCWX (29.00). SMCWX has a lower initial minimum investment than OBGIX: SMCWX (250) vs OBGIX (1000000). OBGIX annual gain was more profitable for investors over the last year : 12.05 vs. SMCWX (4.27). OBGIX return over 5 years is better than : 22.70 vs. SMCWX (12.92).
| OBGIX | SMCWX | OBGIX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 35 years | - |
| Gain YTD | 11.481 | 3.117 | 368% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.9M | 73.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | 12.05 | 4.27 | 283% |
| Returns for 3 years | -29.34 | -11.74 | 250% |
| Returns for 5 years | 22.70 | 12.92 | 176% |
| Returns for 10 years | N/A | 38.25 | - |