Ad is loading...
Ad is loading...
OBGIX vs SMCWX
OBGIX vs SMCWX Comparison
Open Charts OBGIX vs SMCWX
Oberweis Global Opportunities Instl
Price$31.47
Change+$0.37 (+1.19%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$69.94
Change+$0.73 (+1.05%)
VolumeN/A
CapitalizationN/A
OBGIX vs SMCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OBGIX vs. SMCWX 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 75.3B vs. OBGIX (58.6M). 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 : 25.43 vs. SMCWX (16.14). OBGIX return over 5 years is better than : 32.01 vs. SMCWX (20.23).
| 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 | 15.064 | 5.570 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.6M | 75.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | 25.43 | 16.14 | 158% |
| Returns for 3 years | -31.90 | -21.87 | 146% |
| Returns for 5 years | 32.01 | 20.23 | 158% |
| Returns for 10 years | N/A | 40.24 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...