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OBSIX vs VSGAX
OBSIX vs VSGAX Comparison
Open Charts OBSIX vs VSGAX
Oberweis Small-Cap Opportunities Instl
Price$23.38
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Growth Index Admiral
Price$87.09
Change+$0.25 (+0.29%)
VolumeN/A
Net Assets33.7B
OBSIX vs VSGAX Comparison Chart
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OBSIX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33.7B vs. OBSIX (1.28B). VSGAX pays higher dividends than OBSIX: VSGAX (0.60) vs OBSIX (0.00). OBSIX was incepted earlier than VSGAX: OBSIX (8 years) vs VSGAX (14 years). OBSIX (1.07) is less costly to investors than VSGAX (0.07). OBSIX is a more actively managed with annual turnover of: 71.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than OBSIX: VSGAX (3000) vs OBSIX (1000000). VSGAX annual gain was more profitable for investors over the last year : 0.91 vs. OBSIX (-4.12). OBSIX return over 5 years is better than : 90.36 vs. VSGAX (38.73).
| OBSIX | VSGAX | OBSIX / VSGAX | |
| Total Expense Ratio | 1.00 | 0.07 | 1,429% |
| Annual Report Gross Expense Ratio | 1.07 | 0.07 | 1,529% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -10.830 | -11.739 | 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 | 0.60 | - |
| Returns for 1 year | -4.12 | 0.91 | -454% |
| Returns for 3 years | 24.80 | 12.54 | 198% |
| Returns for 5 years | 90.36 | 38.73 | 233% |
| Returns for 10 years | N/A | 92.17 | - |
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