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OBSIX vs VISGX
OBSIX vs VISGX Comparison
Open Charts OBSIX vs VISGX
Oberweis Small-Cap Opportunities Instl
Price$25.01
Change-$0.48 (-1.88%)
VolumeN/A
Net Assets1.47B
Vanguard Small Cap Growth Index I
Price$75.13
Change-$1.25 (-1.64%)
VolumeN/A
Net Assets34.95B
OBSIX vs VISGX Comparison Chart
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OBSIX vs. VISGX commentary
Jun 14, 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 Buy and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. OBSIX (1.47B). VISGX pays higher dividends than OBSIX: VISGX (0.44) vs OBSIX (0.00). OBSIX was incepted earlier than VISGX: OBSIX (8 years) vs VISGX (27 years). OBSIX (1.01) is less costly to investors than VISGX (0.19). OBSIX is a more actively managed with annual turnover of: 61.00 vs. VISGX (21.00). 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 : 8.89 vs. OBSIX (-2.86). OBSIX return over 5 years is better than : 98.21 vs. VISGX (42.62).
| OBSIX | VISGX | OBSIX / VISGX | |
| Total Expense Ratio | 1.00 | 0.19 | 526% |
| Annual Report Gross Expense Ratio | 1.01 | 0.19 | 532% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -2.449 | -2.942 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 35B | 4% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -2.86 | 8.89 | -32% |
| Returns for 3 years | 49.15 | 40.81 | 120% |
| Returns for 5 years | 98.21 | 42.62 | 230% |
| Returns for 10 years | N/A | 103.94 | - |
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