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OBSOX vs VSGIX
OBSOX vs VSGIX Comparison
Open Charts OBSOX vs VSGIX
Oberweis Small-Cap Opportunities
Price$26.86
Change-$0.62 (-2.26%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$81.39
Change-$0.48 (-0.59%)
VolumeN/A
CapitalizationN/A
OBSOX vs VSGIX Comparison Chart
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OBSOX vs. VSGIX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B vs. OBSOX (1.43B). 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 : 37.81 vs. VSGIX (35.14). OBSOX return over 5 years is better than : 94.07 vs. VSGIX (52.24).
| 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 | 24.231 | 19.854 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 35.8B | 4% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 37.81 | 35.14 | 108% |
| Returns for 3 years | 1.63 | -3.78 | -43% |
| Returns for 5 years | 94.07 | 52.24 | 180% |
| Returns for 10 years | 68.28 | 138.88 | 49% |
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