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OBSOX vs VSGIX
OBSOX vs VSGIX Comparison
Open Charts OBSOX vs VSGIX
Oberweis Small-Cap Opportunities
Price$21.62
Change-$1.73 (-7.41%)
VolumeN/A
Net Assets1.38B
Vanguard Small Cap Growth Index I
Price$67.59
Change-$4.82 (-6.66%)
VolumeN/A
Net Assets36.81B
OBSOX vs VSGIX Comparison Chart
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OBSOX vs. VSGIX commentary
Apr 04, 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: 36.8B vs. OBSOX (1.38B). VSGIX pays higher dividends than OBSOX: VSGIX (0.61) vs OBSOX (0.00). OBSOX was incepted earlier than VSGIX: OBSOX (29 years) vs VSGIX (25 years). OBSOX (1.32) is less costly to investors than VSGIX (0.06). 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 : 1.07 vs. OBSOX (-2.83). OBSOX return over 5 years is better than : 138.27 vs. VSGIX (85.29).
| OBSOX | VSGIX | OBSOX / VSGIX | |
| Total Expense Ratio | 1.25 | 0.06 | 2,083% |
| Annual Report Gross Expense Ratio | 1.32 | 0.06 | 2,200% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -8.395 | -8.106 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 36.8B | 4% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -2.83 | 1.07 | -265% |
| Returns for 3 years | 15.82 | 2.23 | 711% |
| Returns for 5 years | 138.27 | 85.29 | 162% |
| Returns for 10 years | 45.03 | 96.11 | 47% |
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