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OBSIX vs VSGIX
OBSIX vs VSGIX Comparison
Open Charts OBSIX vs VSGIX
Oberweis Small-Cap Opportunities Instl
Price$26.98
Change-$0.55 (-2.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$80.21
Change-$1.18 (-1.45%)
VolumeN/A
CapitalizationN/A
OBSIX vs VSGIX Comparison Chart
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VS
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OBSIX vs. VSGIX 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B vs. OBSIX (1.4B). VSGIX pays higher dividends than OBSIX: VSGIX (0.67) vs OBSIX (0.00). OBSIX was incepted earlier than VSGIX: OBSIX (8 years) vs VSGIX (24 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 : 35.14 vs. OBSIX (29.43). OBSIX return over 5 years is better than : 91.05 vs. VSGIX (52.24).
| OBSIX | VSGIX | OBSIX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 21.706 | 19.854 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 35.8B | 4% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 29.43 | 35.14 | 84% |
| Returns for 3 years | 0.36 | -3.78 | -10% |
| Returns for 5 years | 91.05 | 52.24 | 174% |
| Returns for 10 years | N/A | 138.88 | - |
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