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OBGIX vs SMCWX
OBGIX vs SMCWX Comparison
Open Charts OBGIX vs SMCWX
Oberweis Global Opportunities Instl
Price$34.50
Change-$0.16 (-0.46%)
VolumeN/A
Net Assets56.81M
American Funds SMALLCAP World A
Price$74.65
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
OBGIX vs SMCWX Comparison Chart in %
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OBGIX vs. SMCWX commentary
Oct 18, 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 Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.1B vs. OBGIX (56.8M). SMCWX pays higher dividends than OBGIX: SMCWX (0.57) vs OBGIX (0.00). OBGIX was incepted earlier than SMCWX: OBGIX (8 years) vs SMCWX (35 years). OBGIX (1.23) is less costly to investors than SMCWX (1.04). OBGIX is a more actively managed with annual turnover of: 103.00 vs. SMCWX (32.00). 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 : 10.28 vs. SMCWX (6.62). OBGIX (9.03) and SMCWX (8.59) have equivalent 5 years return.
| OBGIX | SMCWX | OBGIX / SMCWX | |
| Total Expense Ratio | 1.23 | 1.04 | 118% |
| Annual Report Gross Expense Ratio | 1.23 | 1.04 | 118% |
| Fund Existence | 8 years | 35 years | - |
| Gain YTD | 14.163 | 11.034 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.8M | 81.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 10.28 | 6.62 | 155% |
| Returns for 3 years | 45.63 | 41.21 | 111% |
| Returns for 5 years | 9.03 | 8.59 | 105% |
| Returns for 10 years | N/A | 62.65 | - |
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