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OBSIX vs VISGX
OBSIX vs VISGX Comparison
Open Charts OBSIX vs VISGX
Oberweis Small-Cap Opportunities Instl
Price$26.70
Change+$0.02 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.63
Change-$0.15 (-0.19%)
VolumeN/A
CapitalizationN/A
OBSIX vs VISGX Comparison Chart
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OBSIX vs. VISGX commentary
Dec 24, 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 OBSIX is a StrongSell and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 40.7B vs. OBSIX (1.42B). VISGX pays higher dividends than OBSIX: VISGX (0.55) vs OBSIX (0.00). OBSIX was incepted earlier than VISGX: OBSIX (8 years) vs VISGX (27 years). OBSIX is a more actively managed with annual turnover of: 71.00 vs. VISGX (19.00). VISGX has a lower initial minimum investment than OBSIX: VISGX (3000) vs OBSIX (1000000). VISGX annual gain was more profitable for investors over the last year : 18.05 vs. OBSIX (17.02). OBSIX return over 5 years is better than : 78.34 vs. VISGX (43.27).
| OBSIX | VISGX | OBSIX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 17.949 | 17.595 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 40.7B | 3% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 17.02 | 18.05 | 94% |
| Returns for 3 years | 3.85 | 2.84 | 136% |
| Returns for 5 years | 78.34 | 43.27 | 181% |
| Returns for 10 years | N/A | 129.84 | - |