Ad is loading...
OBGIX vs SMCWX
OBGIX vs SMCWX Comparison
Open Charts OBGIX vs SMCWX
Oberweis Global Opportunities Instl
Price$27.45
Change+$0.59 (+2.20%)
VolumeN/A
Net Assets51.03M
American Funds SMALLCAP World A
Price$63.35
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets69.04B
OBGIX vs SMCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OBGIX vs. SMCWX commentary
Mar 12, 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: 69B vs. OBGIX (51M). 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 (1.25) is less costly to investors than SMCWX (1.04). OBGIX is a more actively managed with annual turnover of: 95.00 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 : -4.55 vs. SMCWX (-5.38). SMCWX (43.88) and OBGIX (42.34) have equivalent 5 years return.
| OBGIX | SMCWX | OBGIX / SMCWX | |
| Total Expense Ratio | 1.25 | 1.04 | 120% |
| Annual Report Gross Expense Ratio | 1.25 | 1.04 | 120% |
| Fund Existence | 8 years | 35 years | - |
| Gain YTD | -11.528 | -5.995 | 192% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51M | 69B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -4.55 | -5.38 | 85% |
| Returns for 3 years | -0.81 | 0.73 | -112% |
| Returns for 5 years | 42.34 | 43.88 | 96% |
| Returns for 10 years | N/A | 36.74 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers