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OBSIX vs VISGX
OBSIX vs VISGX Comparison
Open Charts OBSIX vs VISGX
Oberweis Small-Cap Opportunities Instl
Price$21.14
Change-$1.05 (-4.73%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Growth Index I
Price$63.87
Change-$3.63 (-5.38%)
VolumeN/A
Net Assets36.81B
OBSIX vs VISGX Comparison Chart
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OBSIX vs. VISGX commentary
Apr 06, 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 OBSIX is a Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.8B vs. OBSIX (1.22B). VISGX pays higher dividends than OBSIX: VISGX (0.46) vs OBSIX (0.00). OBSIX was incepted earlier than VISGX: OBSIX (8 years) vs VISGX (27 years). OBSIX (1.07) is less costly to investors than VISGX (0.19). 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 : -9.74 vs. OBSIX (-13.25). OBSIX return over 5 years is better than : 113.75 vs. VISGX (63.33).
| OBSIX | VISGX | OBSIX / VISGX | |
| Total Expense Ratio | 1.00 | 0.19 | 526% |
| Annual Report Gross Expense Ratio | 1.07 | 0.19 | 563% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -19.097 | -18.839 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 36.8B | 3% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -13.25 | -9.74 | 136% |
| Returns for 3 years | 5.75 | -7.60 | -76% |
| Returns for 5 years | 113.75 | 63.33 | 180% |
| Returns for 10 years | N/A | 73.43 | - |
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