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OBSIX vs VSGAX
OBSIX vs VSGAX Comparison
Open Charts OBSIX vs VSGAX
Oberweis Small-Cap Opportunities Instl
Price$27.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.55B
Vanguard Small Cap Growth Index Admiral
Price$104.21
Change+$0.65 (+0.63%)
VolumeN/A
Net Assets38.1B
OBSIX vs VSGAX Comparison Chart
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OBSIX vs. VSGAX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. OBSIX (1.55B). VSGAX pays higher dividends than OBSIX: VSGAX (0.66) vs OBSIX (0.00). OBSIX was incepted earlier than VSGAX: OBSIX (8 years) vs VSGAX (13 years). 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 : 25.97 vs. OBSIX (23.37). OBSIX return over 5 years is better than : 86.16 vs. VSGAX (47.35).
| OBSIX | VSGAX | OBSIX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 7.080 | 5.872 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 38.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 23.37 | 25.97 | 90% |
| Returns for 3 years | 45.35 | 22.01 | 206% |
| Returns for 5 years | 86.16 | 47.35 | 182% |
| Returns for 10 years | N/A | 138.29 | - |
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