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OBSOX vs VSGIX
OBSOX vs VSGIX Comparison
Open Charts OBSOX vs VSGIX
Oberweis Small-Cap Opportunities
Price$25.85
Change-$0.96 (-3.58%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.22
Change-$3.67 (-4.43%)
VolumeN/A
CapitalizationN/A
OBSOX vs VSGIX Comparison Chart
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OBSOX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. OBSOX (1.45B). 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 : 24.05 vs. OBSOX (21.70). OBSOX return over 5 years is better than : 81.52 vs. VSGIX (49.74).
| 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 | 21.203 | 22.063 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 40.7B | 4% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 21.70 | 24.05 | 90% |
| Returns for 3 years | 8.10 | 8.34 | 97% |
| Returns for 5 years | 81.52 | 49.74 | 164% |
| Returns for 10 years | 67.04 | 140.25 | 48% |
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