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OBSOX vs VSGAX
OBSOX vs VSGAX Comparison
Open Charts OBSOX vs VSGAX
Oberweis Small-Cap Opportunities
Price$25.89
Change+$0.45 (+1.77%)
VolumeN/A
Net Assets1.48B
Vanguard Small Cap Growth Index Admiral
Price$96.99
Change+$1.29 (+1.35%)
VolumeN/A
Net Assets34.95B
OBSOX vs VSGAX Comparison Chart in %
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OBSOX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. OBSOX (1.49B). VSGAX pays higher dividends than OBSOX: VSGAX (0.57) 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 : 10.08 vs. OBSOX (0.95). OBSOX return over 5 years is better than : 90.56 vs. VSGAX (41.17).
| 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 | -0.196 | -2.734 | 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 | 0.57 | - |
| Returns for 1 year | 0.95 | 10.08 | 9% |
| Returns for 3 years | 47.82 | 32.70 | 146% |
| Returns for 5 years | 90.56 | 41.17 | 220% |
| Returns for 10 years | 52.34 | 109.78 | 48% |
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