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OBSOX vs VEXPX
OBSOX vs VEXPX Comparison
Open Charts OBSOX vs VEXPX
Oberweis Small-Cap Opportunities
Price$26.86
Change-$0.62 (-2.26%)
VolumeN/A
CapitalizationN/A
OBSOX vs VEXPX Comparison Chart
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OBSOX vs. VEXPX commentary
Nov 14, 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 OBSOX is a Buy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22B vs. OBSOX (1.43B). VEXPX pays higher dividends than OBSOX: VEXPX (0.48) vs OBSOX (0.00). OBSOX was incepted earlier than VEXPX: OBSOX (28 years) vs VEXPX (57 years). OBSOX is a more actively managed with annual turnover of: 71.00 vs. VEXPX (40.00). OBSOX has a lower initial minimum investment than VEXPX: OBSOX (1000) vs VEXPX (3000). OBSOX annual gain was more profitable for investors over the last year : 37.81 vs. VEXPX (35.55). OBSOX return over 5 years is better than : 94.07 vs. VEXPX (23.81).
| OBSOX | VEXPX | OBSOX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 57 years | - |
| Gain YTD | 24.231 | 16.605 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 22B | 6% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 37.81 | 35.55 | 106% |
| Returns for 3 years | 1.63 | -17.40 | -9% |
| Returns for 5 years | 94.07 | 23.81 | 395% |
| Returns for 10 years | 68.28 | 22.65 | 301% |