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OBSOX vs VISGX
OBSOX vs VISGX Comparison
Open Charts OBSOX vs VISGX
Oberweis Small-Cap Opportunities
Price$21.62
Change-$1.73 (-7.41%)
VolumeN/A
Net Assets1.38B
Vanguard Small Cap Growth Index I
Price$67.50
Change-$4.81 (-6.65%)
VolumeN/A
Net Assets36.81B
OBSOX vs VISGX Comparison Chart
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OBSOX vs. VISGX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.8B vs. OBSOX (1.38B). VISGX pays higher dividends than OBSOX: VISGX (0.46) vs OBSOX (0.00). OBSOX was incepted earlier than VISGX: OBSOX (29 years) vs VISGX (27 years). OBSOX (1.32) is less costly to investors than VISGX (0.19). 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 : 1.00 vs. OBSOX (-2.83). OBSOX return over 5 years is better than : 138.27 vs. VISGX (84.92).
| OBSOX | VISGX | OBSOX / VISGX | |
| Total Expense Ratio | 1.25 | 0.19 | 658% |
| Annual Report Gross Expense Ratio | 1.32 | 0.19 | 695% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | -8.395 | -8.114 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 36.8B | 4% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -2.83 | 1.00 | -282% |
| Returns for 3 years | 15.82 | 2.11 | 749% |
| Returns for 5 years | 138.27 | 84.92 | 163% |
| Returns for 10 years | 45.03 | 95.21 | 47% |