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OBSOX vs VSGAX
OBSOX vs VSGAX Comparison
Open Charts OBSOX vs VSGAX
Oberweis Small-Cap Opportunities
Price$26.43
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$93.59
Change-$0.41 (-0.44%)
VolumeN/A
CapitalizationN/A
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OBSOX vs VSGAX Comparison Chart
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OBSOX vs. VSGAX commentary
Sep 21, 2024
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 StrongBuy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.3B vs. OBSOX (1.3B). 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). OBSOX annual gain was more profitable for investors over the last year : 29.05 vs. VSGAX (25.14). OBSOX return over 5 years is better than : 91.24 vs. VSGAX (43.34).
| 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 | 19.485 | 10.313 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 35.3B | 4% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 29.05 | 25.14 | 116% |
| Returns for 3 years | 12.18 | -6.71 | -182% |
| Returns for 5 years | 91.24 | 43.34 | 211% |
| Returns for 10 years | 66.12 | 126.96 | 52% |
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