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OBSOX vs VSGAX
OBSOX vs VSGAX Comparison
Open Charts OBSOX vs VSGAX
Oberweis Small-Cap Opportunities
Price$26.86
Change-$0.62 (-2.26%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$101.63
Change-$0.60 (-0.59%)
VolumeN/A
CapitalizationN/A
OBSOX vs VSGAX Comparison Chart
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OBSOX vs. VSGAX commentary
Nov 14, 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 Buy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.8B vs. OBSOX (1.43B). 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 : 42.23 vs. OBSOX (37.81). OBSOX return over 5 years is better than : 94.07 vs. VSGAX (54.54).
| 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 | 24.231 | 20.564 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 35.8B | 4% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 37.81 | 42.23 | 90% |
| Returns for 3 years | 1.63 | -3.22 | -50% |
| Returns for 5 years | 94.07 | 54.54 | 172% |
| Returns for 10 years | 68.28 | 140.23 | 49% |