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OBSOX vs VSGIX
OBSOX vs VSGIX Comparison
Open Charts OBSOX vs VSGIX
Oberweis Small-Cap Opportunities
Price$25.80
Change-$0.94 (-3.52%)
VolumeN/A
Net Assets1.57B
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
OBSOX vs VSGIX Comparison Chart
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OBSOX vs. VSGIX commentary
Feb 23, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. OBSOX (1.57B). VSGIX pays higher dividends than OBSOX: VSGIX (0.67) vs OBSOX (0.00). OBSOX was incepted earlier than VSGIX: OBSOX (28 years) vs VSGIX (25 years). OBSOX is a more actively managed with annual turnover of: 71.00 vs. VSGIX (19.00). OBSOX has a lower initial minimum investment than VSGIX: OBSOX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.96 vs. OBSOX (11.69). OBSOX return over 5 years is better than : 72.00 vs. VSGIX (35.64).
| OBSOX | VSGIX | OBSOX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 1.216 | -0.330 | -369% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 39.6B | 4% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 11.69 | 12.96 | 90% |
| Returns for 3 years | 38.78 | 19.39 | 200% |
| Returns for 5 years | 72.00 | 35.64 | 202% |
| Returns for 10 years | 66.67 | 116.38 | 57% |