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OBSOX vs VEXRX
OBSOX vs VEXRX Comparison
Open Charts OBSOX vs VEXRX
Oberweis Small-Cap Opportunities
Price$26.43
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$114.22
Change-$0.76 (-0.66%)
VolumeN/A
CapitalizationN/A
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OBSOX vs VEXRX Comparison Chart
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OBSOX vs. VEXRX commentary
Sep 21, 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 StrongBuy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.6B vs. OBSOX (1.3B). VEXRX pays higher dividends than OBSOX: VEXRX (0.58) vs OBSOX (0.00). OBSOX was incepted earlier than VEXRX: OBSOX (28 years) vs VEXRX (23 years). OBSOX is a more actively managed with annual turnover of: 71.00 vs. VEXRX (40.00). OBSOX has a lower initial minimum investment than VEXRX: OBSOX (1000) vs VEXRX (50000). OBSOX annual gain was more profitable for investors over the last year : 29.05 vs. VEXRX (24.37). OBSOX return over 5 years is better than : 91.24 vs. VEXRX (20.18).
| OBSOX | VEXRX | OBSOX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 19.485 | 10.646 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 22.6B | 6% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 29.05 | 24.37 | 119% |
| Returns for 3 years | 12.18 | -15.74 | -77% |
| Returns for 5 years | 91.24 | 20.18 | 452% |
| Returns for 10 years | 66.12 | 20.83 | 317% |