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OBSIX vs VSGAX
OBSIX vs VSGAX Comparison
Open Charts OBSIX vs VSGAX
Oberweis Small-Cap Opportunities Instl
Price$21.14
Change-$1.05 (-4.73%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Growth Index Admiral
Price$79.86
Change-$4.54 (-5.38%)
VolumeN/A
Net Assets36.81B
OBSIX vs VSGAX Comparison Chart
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OBSIX vs. VSGAX commentary
Apr 06, 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.8B vs. OBSIX (1.22B). 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 : -9.70 vs. OBSIX (-13.25). OBSIX return over 5 years is better than : 113.75 vs. VSGAX (63.66).
| 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 | -19.097 | -18.833 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 36.8B | 3% |
| Annual Yield % from dividends | 0.00 | 0.60 | - |
| Returns for 1 year | -13.25 | -9.70 | 137% |
| Returns for 3 years | 5.75 | -7.50 | -77% |
| Returns for 5 years | 113.75 | 63.66 | 179% |
| Returns for 10 years | N/A | 74.17 | - |
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