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CSPAX vs OBGIX
CSPAX vs OBGIX Comparison
Open Charts CSPAX vs OBGIX
American Funds SMALLCAP World 529A
Price$73.40
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets80.92B
Oberweis Global Opportunities Instl
Price$34.50
Change-$0.16 (-0.46%)
VolumeN/A
Net Assets56.4M
CSPAX vs OBGIX Comparison Chart in %
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CSPAX vs. OBGIX commentary
Oct 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 CSPAX is a Hold and OBGIX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.9B vs. OBGIX (56.4M). 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 : 9.77 vs. CSPAX (6.37). OBGIX return over 5 years is better than : 8.52 vs. CSPAX (8.04).
| 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 | 10.797 | 13.636 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.9B | 56.4M | 143,440% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 6.37 | 9.77 | 65% |
| Returns for 3 years | 40.82 | 44.96 | 91% |
| Returns for 5 years | 8.04 | 8.52 | 94% |
| Returns for 10 years | 61.47 | N/A | - |
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