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OBSOX vs VISGX
OBSOX vs VISGX Comparison
Open Charts OBSOX vs VISGX
Oberweis Small-Cap Opportunities
Price$25.89
Change+$0.45 (+1.77%)
VolumeN/A
Net Assets1.48B
Vanguard Small Cap Growth Index I
Price$77.55
Change+$1.04 (+1.36%)
VolumeN/A
Net Assets34.95B
OBSOX vs VISGX Comparison Chart in %
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OBSOX vs. VISGX commentary
Jun 27, 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 Hold and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. OBSOX (1.49B). VISGX pays higher dividends than OBSOX: VISGX (0.44) vs OBSOX (0.00). OBSOX was incepted earlier than VISGX: OBSOX (29 years) vs VISGX (27 years). OBSOX (1.26) is less costly to investors than VISGX (0.19). OBSOX is a more actively managed with annual turnover of: 61.00 vs. VISGX (21.00). 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 : 10.02 vs. OBSOX (0.95). OBSOX return over 5 years is better than : 90.56 vs. VISGX (40.87).
| OBSOX | VISGX | OBSOX / VISGX | |
| Total Expense Ratio | 1.25 | 0.19 | 658% |
| Annual Report Gross Expense Ratio | 1.26 | 0.19 | 663% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | -0.196 | -2.777 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 35B | 4% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 0.95 | 10.02 | 10% |
| Returns for 3 years | 47.82 | 32.53 | 147% |
| Returns for 5 years | 90.56 | 40.87 | 222% |
| Returns for 10 years | 52.34 | 108.87 | 48% |
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