Ad is loading...
OBSOX vs VSGAX
OBSOX vs VSGAX Comparison
Open Charts OBSOX vs VSGAX
Oberweis Small-Cap Opportunities
Price$25.80
Change-$0.94 (-3.52%)
VolumeN/A
Net Assets1.57B
Vanguard Small Cap Growth Index Admiral
Price$98.11
Change-$3.17 (-3.13%)
VolumeN/A
Net Assets39.59B
OBSOX vs VSGAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OBSOX vs. VSGAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.6B vs. OBSOX (1.57B). VSGAX pays higher dividends than OBSOX: VSGAX (0.66) vs OBSOX (0.00). OBSOX was incepted earlier than VSGAX: OBSOX (28 years) vs VSGAX (13 years). OBSOX is a more actively managed with annual turnover of: 71.00 vs. VSGAX (19.00). 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 : 12.95 vs. OBSOX (11.69). OBSOX return over 5 years is better than : 72.00 vs. VSGAX (35.62).
| OBSOX | VSGAX | OBSOX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 1.216 | -0.325 | -374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 39.6B | 4% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 11.69 | 12.95 | 90% |
| Returns for 3 years | 38.78 | 19.38 | 200% |
| Returns for 5 years | 72.00 | 35.62 | 202% |
| Returns for 10 years | 66.67 | 116.34 | 57% |
View a ticker or compare two or three
VS
VS
Ad is loading...