OBSOX
Price
$27.70
Change
+$0.27 (+0.98%)
Updated
Aug 28 closing price
Net Assets
1.6B
VSGIX
Price
$83.08
Change
+$0.77 (+0.94%)
Updated
Aug 28 closing price
Net Assets
37.46B
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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$27.70
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets1.6B
Vanguard Small Cap Growth Index I
Price$83.08
Change+$0.77 (+0.94%)
VolumeN/A
Net Assets37.46B
OBSOX vs VSGIX Comparison Chart in %
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VS
OBSOX vs. VSGIX commentary
Aug 29, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. OBSOX (1.6B). VSGIX pays higher dividends than OBSOX: VSGIX (0.54) 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 : 13.41 vs. OBSOX (6.44). OBSOX return over 5 years is better than : 76.17 vs. VSGIX (34.65).
OBSOXVSGIXOBSOX / VSGIX
Total Expense Ratio1.250.062,083%
Annual Report Gross Expense Ratio1.260.062,100%
Fund Existence29 years25 years-
Gain YTD7.6114.478170%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.6B37.5B4%
Annual Yield % from dividends0.000.54-
Returns for 1 year6.4413.4148%
Returns for 3 years42.3534.67122%
Returns for 5 years76.1734.65220%
Returns for 10 years70.90139.2551%
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