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OBSOX vs VSGAX
OBSOX vs VSGAX Comparison
Open Charts OBSOX vs VSGAX
Oberweis Small-Cap Opportunities
Price$26.82
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets1.52B
Vanguard Small Cap Growth Index Admiral
Price$101.96
Change+$0.36 (+0.35%)
VolumeN/A
Net Assets38.1B
OBSOX vs VSGAX Comparison Chart
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OBSOX vs. VSGAX commentary
Jan 19, 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 Buy and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. OBSOX (1.52B). 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 : 25.00 vs. OBSOX (23.65). OBSOX return over 5 years is better than : 77.62 vs. VSGAX (41.96).
| 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 | 5.218 | 3.586 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 38.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 23.65 | 25.00 | 95% |
| Returns for 3 years | 36.84 | 16.69 | 221% |
| Returns for 5 years | 77.62 | 41.96 | 185% |
| Returns for 10 years | 93.23 | 139.82 | 67% |