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OBSOX vs VSGIX
OBSOX vs VSGIX Comparison
Open Charts OBSOX vs VSGIX
Oberweis Small-Cap Opportunities
Price$22.53
Change+$0.58 (+2.64%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Growth Index I
Price$69.39
Change+$1.64 (+2.42%)
VolumeN/A
Net Assets33.7B
OBSOX vs VSGIX Comparison Chart
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OBSOX vs. VSGIX commentary
Apr 25, 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.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. OBSOX (1.23B). 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 : -1.29 vs. OBSOX (-6.87). OBSOX return over 5 years is better than : 93.90 vs. VSGIX (45.11).
| 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 | -13.888 | -14.020 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 33.7B | 4% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -6.87 | -1.29 | 534% |
| Returns for 3 years | 16.63 | 4.10 | 405% |
| Returns for 5 years | 93.90 | 45.11 | 208% |
| Returns for 10 years | 34.58 | 83.98 | 41% |
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