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OBGIX vs SMCWX
OBGIX vs SMCWX Comparison
Open Charts OBGIX vs SMCWX
Oberweis Global Opportunities Instl
Price$31.23
Change+$0.40 (+1.30%)
VolumeN/A
Net Assets58.76M
American Funds SMALLCAP World A
Price$69.50
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets75.73B
OBGIX vs SMCWX Comparison Chart
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OBGIX vs. SMCWX commentary
Jan 31, 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 StrongBuy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 75.7B vs. OBGIX (58.8M). 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 : 11.18 vs. SMCWX (8.92). OBGIX return over 5 years is better than : 23.32 vs. SMCWX (20.74).
| 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 | 1.548 | 3.131 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.8M | 75.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | 11.18 | 8.92 | 125% |
| Returns for 3 years | 1.02 | -0.17 | -594% |
| Returns for 5 years | 23.32 | 20.74 | 112% |
| Returns for 10 years | N/A | 55.93 | - |