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OBSOX vs VSGAX
OBSOX vs VSGAX Comparison
Open Charts OBSOX vs VSGAX
Oberweis Small-Cap Opportunities
Price$25.85
Change-$0.96 (-3.58%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$98.93
Change-$4.57 (-4.42%)
VolumeN/A
CapitalizationN/A
OBSOX vs VSGAX Comparison Chart
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OBSOX vs. VSGAX commentary
Dec 19, 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 StrongSell and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. OBSOX (1.45B). 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 : 24.05 vs. OBSOX (21.70). OBSOX return over 5 years is better than : 81.52 vs. VSGAX (49.70).
| 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 | 21.203 | 22.062 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 40.7B | 4% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 21.70 | 24.05 | 90% |
| Returns for 3 years | 8.10 | 8.33 | 97% |
| Returns for 5 years | 81.52 | 49.70 | 164% |
| Returns for 10 years | 67.04 | 140.15 | 48% |
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