OBSIX
Price
$21.14
Change
-$1.05 (-4.73%)
Updated
Apr 4 closing price
Net Assets
1.22B
VSGIX
Price
$63.95
Change
-$3.64 (-5.39%)
Updated
Apr 4 closing price
Net Assets
36.81B
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OBSIX vs VSGIX

Header iconOBSIX vs VSGIX Comparison
Open Charts OBSIX vs VSGIXBanner chart's image
Oberweis Small-Cap Opportunities Instl
Price$21.14
Change-$1.05 (-4.73%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Growth Index I
Price$63.95
Change-$3.64 (-5.39%)
VolumeN/A
Net Assets36.81B
OBSIX vs VSGIX Comparison Chart
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VS
OBSIX vs. VSGIX 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 VSGIX is a Hold.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.8B vs. OBSIX (1.22B). VSGIX pays higher dividends than OBSIX: VSGIX (0.61) vs OBSIX (0.00). OBSIX was incepted earlier than VSGIX: OBSIX (8 years) vs VSGIX (25 years). OBSIX (1.07) is less costly to investors than VSGIX (0.06). 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 : -9.70 vs. OBSIX (-13.25). OBSIX return over 5 years is better than : 113.75 vs. VSGIX (63.64).
OBSIXVSGIXOBSIX / VSGIX
Total Expense Ratio1.000.061,667%
Annual Report Gross Expense Ratio1.070.061,783%
Fund Existence8 years25 years-
Gain YTD-19.097-18.843101%
Front LoadN/AN/A-
Min. Initial Investment1000000500000020%
Min. Initial Investment IRAN/AN/A-
Net Assets1.22B36.8B3%
Annual Yield % from dividends0.000.61-
Returns for 1 year-13.25-9.70137%
Returns for 3 years5.75-7.51-77%
Returns for 5 years113.7563.64179%
Returns for 10 yearsN/A74.17-
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