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OBSIX vs VSGIX
OBSIX vs VSGIX Comparison
Open Charts OBSIX vs VSGIX
Oberweis Small-Cap Opportunities Instl
Price$26.70
Change+$0.02 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.74
Change-$0.17 (-0.21%)
VolumeN/A
CapitalizationN/A
OBSIX vs VSGIX Comparison Chart
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VS
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OBSIX vs. VSGIX commentary
Dec 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. OBSIX (1.42B). 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 : 18.14 vs. OBSIX (17.02). OBSIX return over 5 years is better than : 78.34 vs. VSGIX (43.56).
| 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 | 17.949 | 17.675 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 40.7B | 3% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 17.02 | 18.14 | 94% |
| Returns for 3 years | 3.85 | 2.97 | 130% |
| Returns for 5 years | 78.34 | 43.56 | 180% |
| Returns for 10 years | N/A | 130.96 | - |
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