Ad is loading...
OBSIX vs VISGX
OBSIX vs VISGX Comparison
Open Charts OBSIX vs VISGX
Oberweis Small-Cap Opportunities Instl
Price$23.38
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Growth Index I
Price$69.65
Change+$0.20 (+0.29%)
VolumeN/A
Net Assets33.7B
OBSIX vs VISGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OBSIX vs. VISGX commentary
Apr 29, 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: 33.7B vs. OBSIX (1.28B). 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 : 0.86 vs. OBSIX (-4.12). OBSIX return over 5 years is better than : 90.36 vs. VISGX (38.47).
| 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 | -10.830 | -11.748 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 33.7B | 4% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -4.12 | 0.86 | -477% |
| Returns for 3 years | 24.80 | 12.44 | 199% |
| Returns for 5 years | 90.36 | 38.47 | 235% |
| Returns for 10 years | N/A | 91.38 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...