OBSOX
Price
$28.05
Change
-$0.18 (-0.64%)
Updated
Oct 3 closing price
Net Assets
1.66B
VSGIX
Price
$85.21
Change
+$0.26 (+0.31%)
Updated
Oct 3 closing price
Net Assets
39.1B
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OBSOX vs VSGIX

Header iconOBSOX vs VSGIX Comparison
Open Charts OBSOX vs VSGIXBanner chart's image
Oberweis Small-Cap Opportunities
Price$28.05
Change-$0.18 (-0.64%)
VolumeN/A
Net Assets1.66B
Vanguard Small Cap Growth Index I
Price$85.21
Change+$0.26 (+0.31%)
VolumeN/A
Net Assets39.1B
OBSOX vs VSGIX Comparison Chart in %
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VS
OBSOX vs. VSGIX commentary
Oct 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.1B vs. OBSOX (1.66B). VSGIX pays higher dividends than OBSOX: VSGIX (0.56) vs OBSOX (0.00). OBSOX was incepted earlier than VSGIX: OBSOX (29 years) vs VSGIX (25 years). OBSOX (1.26) is less costly to investors than VSGIX (0.06). OBSOX is a more actively managed with annual turnover of: 61.00 vs. VSGIX (21.00). 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 : 14.72 vs. OBSOX (7.02). OBSOX return over 5 years is better than : 80.73 vs. VSGIX (40.52).
OBSOXVSGIXOBSOX / VSGIX
Total Expense Ratio1.250.062,083%
Annual Report Gross Expense Ratio1.260.062,100%
Fund Existence29 years25 years-
Gain YTD10.0438.199122%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.66B39.1B4%
Annual Yield % from dividends0.000.56-
Returns for 1 year7.0214.7248%
Returns for 3 years50.4045.92110%
Returns for 5 years80.7340.52199%
Returns for 10 years81.91155.3153%
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