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CSPAX vs OBGIX
CSPAX vs OBGIX Comparison
Open Charts CSPAX vs OBGIX
American Funds SMALLCAP World 529A
Price$74.27
Change+$0.29 (+0.39%)
VolumeN/A
Net Assets81.4B
Oberweis Global Opportunities Instl
Price$35.66
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets59.94M
CSPAX vs OBGIX Comparison Chart in %
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CSPAX vs. OBGIX commentary
Sep 09, 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 CSPAX is a StrongBuy and OBGIX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.4B vs. OBGIX (59.9M). CSPAX pays higher dividends than OBGIX: CSPAX (0.56) vs OBGIX (0.00). CSPAX was incepted earlier than OBGIX: CSPAX (24 years) vs OBGIX (8 years). OBGIX (1.23) is less costly to investors than CSPAX (1.06). OBGIX is a more actively managed with annual turnover of: 103.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than OBGIX: CSPAX (250) vs OBGIX (1000000). OBGIX annual gain was more profitable for investors over the last year : 19.58 vs. CSPAX (14.60). OBGIX return over 5 years is better than : 19.58 vs. CSPAX (18.30).
| CSPAX | OBGIX | CSPAX / OBGIX | |
| Total Expense Ratio | 1.06 | 1.23 | 86% |
| Annual Report Gross Expense Ratio | 1.06 | 1.23 | 86% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 12.111 | 16.897 | 72% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4B | 59.9M | 135,893% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 14.60 | 19.58 | 75% |
| Returns for 3 years | 31.41 | 43.22 | 73% |
| Returns for 5 years | 18.30 | 19.58 | 93% |
| Returns for 10 years | 61.08 | N/A | - |
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