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OBSIX vs VSGIX
OBSIX vs VSGIX Comparison
Open Charts OBSIX vs VSGIX
Oberweis Small-Cap Opportunities Instl
Price$26.46
Change-$0.97 (-3.54%)
VolumeN/A
Net Assets1.57B
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
OBSIX vs VSGIX Comparison Chart
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OBSIX vs. VSGIX commentary
Feb 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. OBSIX (1.57B). VSGIX pays higher dividends than OBSIX: VSGIX (0.67) vs OBSIX (0.00). OBSIX was incepted earlier than VSGIX: OBSIX (8 years) vs VSGIX (25 years). OBSIX is a more actively managed with annual turnover of: 71.00 vs. VSGIX (19.00). OBSIX has a lower initial minimum investment than VSGIX: OBSIX (1000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.96 vs. OBSIX (11.98). OBSIX return over 5 years is better than : 74.77 vs. VSGIX (35.64).
| OBSIX | VSGIX | OBSIX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 1.263 | -0.330 | -383% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 39.6B | 4% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 11.98 | 12.96 | 92% |
| Returns for 3 years | 39.85 | 19.39 | 206% |
| Returns for 5 years | 74.77 | 35.64 | 210% |
| Returns for 10 years | N/A | 116.38 | - |