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OBSIX vs VSGAX
OBSIX vs VSGAX Comparison
Open Charts OBSIX vs VSGAX
Oberweis Small-Cap Opportunities Instl
Price$26.98
Change-$0.55 (-2.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$100.15
Change-$1.48 (-1.46%)
VolumeN/A
CapitalizationN/A
OBSIX vs VSGAX Comparison Chart
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OBSIX vs. VSGAX commentary
Nov 15, 2024
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 StrongSell and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.8B vs. OBSIX (1.4B). 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 : 35.13 vs. OBSIX (29.43). OBSIX return over 5 years is better than : 91.05 vs. VSGAX (52.22).
| 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 | 21.706 | 19.856 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 35.8B | 4% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 29.43 | 35.13 | 84% |
| Returns for 3 years | 0.36 | -3.79 | -10% |
| Returns for 5 years | 91.05 | 52.22 | 174% |
| Returns for 10 years | N/A | 138.82 | - |
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