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OBSIX vs VISGX
OBSIX vs VISGX Comparison
Open Charts OBSIX vs VISGX
Oberweis Small-Cap Opportunities Instl
Price$27.65
Change+$0.22 (+0.80%)
VolumeN/A
Net Assets1.64B
Vanguard Small Cap Growth Index I
Price$80.87
Change+$0.22 (+0.27%)
VolumeN/A
Net Assets39.74B
OBSIX vs VISGX Comparison Chart in %
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OBSIX vs. VISGX commentary
Nov 21, 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: 39.7B vs. OBSIX (1.65B). VISGX pays higher dividends than OBSIX: VISGX (0.43) vs OBSIX (0.00). OBSIX was incepted earlier than VISGX: OBSIX (9 years) vs VISGX (28 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). OBSIX annual gain was more profitable for investors over the last year : 1.93 vs. VISGX (0.48). OBSIX return over 5 years is better than : 56.39 vs. VISGX (18.88).
| OBSIX | VISGX | OBSIX / VISGX | |
| Total Expense Ratio | 1.00 | 0.19 | 526% |
| Annual Report Gross Expense Ratio | 1.01 | 0.19 | 532% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 4.975 | 2.530 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 39.7B | 4% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 1.93 | 0.48 | 405% |
| Returns for 3 years | 34.59 | 37.92 | 91% |
| Returns for 5 years | 56.39 | 18.88 | 299% |
| Returns for 10 years | N/A | 135.27 | - |
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