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OBSOX vs VSGAX
OBSOX vs VSGAX Comparison
Open Charts OBSOX vs VSGAX
Oberweis Small-Cap Opportunities
Price$28.05
Change-$0.18 (-0.64%)
VolumeN/A
Net Assets1.66B
Vanguard Small Cap Growth Index Admiral
Price$106.40
Change+$0.33 (+0.31%)
VolumeN/A
Net Assets39.1B
OBSOX vs VSGAX Comparison Chart in %
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OBSOX vs. VSGAX commentary
Oct 07, 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.1B vs. OBSOX (1.66B). VSGAX pays higher dividends than OBSOX: VSGAX (0.56) vs OBSOX (0.00). OBSOX was incepted earlier than VSGAX: OBSOX (29 years) vs VSGAX (14 years). OBSOX (1.26) is less costly to investors than VSGAX (0.07). OBSOX is a more actively managed with annual turnover of: 61.00 vs. VSGAX (21.00). OBSOX has a lower initial minimum investment than VSGAX: OBSOX (1000) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 14.72 vs. OBSOX (7.02). OBSOX return over 5 years is better than : 80.73 vs. VSGAX (40.51).
| OBSOX | VSGAX | OBSOX / VSGAX | |
| Total Expense Ratio | 1.25 | 0.07 | 1,786% |
| Annual Report Gross Expense Ratio | 1.26 | 0.07 | 1,800% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 10.043 | 8.201 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 39.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 7.02 | 14.72 | 48% |
| Returns for 3 years | 50.40 | 45.90 | 110% |
| Returns for 5 years | 80.73 | 40.51 | 199% |
| Returns for 10 years | 81.91 | 155.29 | 53% |
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