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OBSIX vs VISGX
OBSIX vs VISGX Comparison
Open Charts OBSIX vs VISGX
Oberweis Small-Cap Opportunities Instl
Price$27.02
Change+$0.37 (+1.39%)
VolumeN/A
Net Assets1.53B
Vanguard Small Cap Growth Index I
Price$79.16
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
OBSIX vs VISGX Comparison Chart in %
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OBSIX vs. VISGX commentary
Jul 07, 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 (1.53B). VISGX pays higher dividends than OBSIX: VISGX (0.43) 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 : 12.91 vs. OBSIX (3.96). OBSIX return over 5 years is better than : 90.95 vs. VISGX (40.47).
| 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 | 3.406 | 0.606 | 562% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 35B | 4% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 3.96 | 12.91 | 31% |
| Returns for 3 years | 59.50 | 41.73 | 143% |
| Returns for 5 years | 90.95 | 40.47 | 225% |
| Returns for 10 years | N/A | 115.56 | - |
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