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OBSOX vs VISGX
OBSOX vs VISGX Comparison
Open Charts OBSOX vs VISGX
Oberweis Small-Cap Opportunities
Price$27.17
Change+$0.43 (+1.61%)
VolumeN/A
Net Assets1.55B
Vanguard Small Cap Growth Index I
Price$82.85
Change+$1.07 (+1.31%)
VolumeN/A
Net Assets38.1B
OBSOX vs VISGX Comparison Chart
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OBSOX vs. VISGX commentary
Jan 31, 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 OBSOX is a Buy and VISGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.1B vs. OBSOX (1.55B). VISGX pays higher dividends than OBSOX: VISGX (0.55) vs OBSOX (0.00). OBSOX was incepted earlier than VISGX: OBSOX (28 years) vs VISGX (27 years). OBSOX is a more actively managed with annual turnover of: 71.00 vs. VISGX (19.00). OBSOX has a lower initial minimum investment than VISGX: OBSOX (1000) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 24.17 vs. OBSOX (21.82). OBSOX return over 5 years is better than : 86.21 vs. VISGX (47.80).
| OBSOX | VISGX | OBSOX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 4.904 | 3.887 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 38.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 21.82 | 24.17 | 90% |
| Returns for 3 years | 41.11 | 18.72 | 220% |
| Returns for 5 years | 86.21 | 47.80 | 180% |
| Returns for 10 years | 87.39 | 136.26 | 64% |
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