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OBSOX vs VSGAX
OBSOX vs VSGAX Comparison
Open Charts OBSOX vs VSGAX
Oberweis Small-Cap Opportunities
Price$26.04
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets1.55B
Vanguard Small Cap Growth Index Admiral
Price$98.52
Change-$0.29 (-0.29%)
VolumeN/A
Net Assets37.46B
OBSOX vs VSGAX Comparison Chart in %
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OBSOX vs. VSGAX commentary
Aug 08, 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: 37.5B vs. OBSOX (1.55B). VSGAX pays higher dividends than OBSOX: VSGAX (0.53) 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 : 17.08 vs. OBSOX (9.44). OBSOX return over 5 years is better than : 67.93 vs. VSGAX (31.01).
| 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 | 2.315 | 0.446 | 519% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 37.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 9.44 | 17.08 | 55% |
| Returns for 3 years | 33.27 | 23.11 | 144% |
| Returns for 5 years | 67.93 | 31.01 | 219% |
| Returns for 10 years | 51.72 | 116.50 | 44% |
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