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OBSOX vs VSGIX
OBSOX vs VSGIX Comparison
Open Charts OBSOX vs VSGIX
Oberweis Small-Cap Opportunities
Price$26.43
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$74.95
Change-$0.33 (-0.44%)
VolumeN/A
CapitalizationN/A
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OBSOX vs VSGIX Comparison Chart
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OBSOX vs. VSGIX commentary
Sep 21, 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 StrongBuy and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.3B vs. OBSOX (1.3B). VSGIX pays higher dividends than OBSOX: VSGIX (0.67) vs OBSOX (0.00). OBSOX was incepted earlier than VSGIX: OBSOX (28 years) vs VSGIX (24 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). OBSOX annual gain was more profitable for investors over the last year : 29.05 vs. VSGIX (25.15). OBSOX return over 5 years is better than : 91.24 vs. VSGIX (43.36).
| OBSOX | VSGIX | OBSOX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 19.485 | 10.308 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 35.3B | 4% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 29.05 | 25.15 | 116% |
| Returns for 3 years | 12.18 | -6.70 | -182% |
| Returns for 5 years | 91.24 | 43.36 | 210% |
| Returns for 10 years | 66.12 | 126.99 | 52% |