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OBSOX vs VSGIX
OBSOX vs VSGIX Comparison
Open Charts OBSOX vs VSGIX
Oberweis Small-Cap Opportunities
Price$26.90
Change+$0.21 (+0.79%)
VolumeN/A
Net Assets1.64B
Vanguard Small Cap Growth Index I
Price$80.99
Change+$0.22 (+0.27%)
VolumeN/A
Net Assets39.74B
OBSOX vs VSGIX Comparison Chart in %
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OBSOX vs. VSGIX commentary
Nov 20, 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: 39.7B vs. OBSOX (1.65B). VSGIX pays higher dividends than OBSOX: VSGIX (0.55) vs OBSOX (0.00). OBSOX was incepted earlier than VSGIX: OBSOX (29 years) vs VSGIX (26 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). OBSOX annual gain was more profitable for investors over the last year : 1.68 vs. VSGIX (0.51). OBSOX return over 5 years is better than : 53.92 vs. VSGIX (19.13).
| OBSOX | VSGIX | OBSOX / VSGIX | |
| Total Expense Ratio | 1.25 | 0.06 | 2,083% |
| Annual Report Gross Expense Ratio | 1.26 | 0.06 | 2,100% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 4.708 | 2.561 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 39.7B | 4% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 1.68 | 0.51 | 326% |
| Returns for 3 years | 33.58 | 38.08 | 88% |
| Returns for 5 years | 53.92 | 19.13 | 282% |
| Returns for 10 years | 69.68 | 136.34 | 51% |
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