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OBSOX vs VSGIX
OBSOX vs VSGIX Comparison
Open Charts OBSOX vs VSGIX
Oberweis Small-Cap Opportunities
Price$26.82
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets1.52B
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
OBSOX vs VSGIX Comparison Chart
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OBSOX vs. VSGIX commentary
Jan 19, 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 Buy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. OBSOX (1.52B). VSGIX pays higher dividends than OBSOX: VSGIX (0.67) vs OBSOX (0.00). OBSOX was incepted earlier than VSGIX: OBSOX (28 years) vs VSGIX (25 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). VSGIX annual gain was more profitable for investors over the last year : 25.00 vs. OBSOX (23.65). OBSOX return over 5 years is better than : 77.62 vs. VSGIX (41.97).
| OBSOX | VSGIX | OBSOX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 5.218 | 3.577 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 38.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 23.65 | 25.00 | 95% |
| Returns for 3 years | 36.84 | 16.70 | 221% |
| Returns for 5 years | 77.62 | 41.97 | 185% |
| Returns for 10 years | 93.23 | 139.86 | 67% |
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