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OBEGX vs SCWFX
OBEGX vs SCWFX Comparison
Open Charts OBEGX vs SCWFX
Oberweis Global Opportunities Investor
Price$34.68
Change+$0.25 (+0.73%)
VolumeN/A
Net Assets58.12M
American Funds SMALLCAP World F1
Price$73.33
Change+$0.27 (+0.37%)
VolumeN/A
Net Assets80.43B
OBEGX vs SCWFX Comparison Chart in %
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OBEGX vs. SCWFX commentary
Sep 28, 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 OBEGX is a Hold and SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 80.4B vs. OBEGX (58.1M). SCWFX pays higher dividends than OBEGX: SCWFX (0.53) vs OBEGX (0.00). OBEGX was incepted earlier than SCWFX: OBEGX (39 years) vs SCWFX (25 years). OBEGX (1.48) is less costly to investors than SCWFX (1.08). OBEGX is a more actively managed with annual turnover of: 103.00 vs. SCWFX (32.00). SCWFX has a lower initial minimum investment than OBEGX: SCWFX (250) vs OBEGX (1000). OBEGX annual gain was more profitable for investors over the last year : 12.49 vs. SCWFX (5.72). OBEGX return over 5 years is better than : 20.00 vs. SCWFX (16.01).
| OBEGX | SCWFX | OBEGX / SCWFX | |
| Total Expense Ratio | 1.48 | 1.08 | 137% |
| Annual Report Gross Expense Ratio | 1.48 | 1.08 | 137% |
| Fund Existence | 39 years | 25 years | - |
| Gain YTD | 16.965 | 10.660 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.1M | 80.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 12.49 | 5.72 | 218% |
| Returns for 3 years | 52.64 | 45.26 | 116% |
| Returns for 5 years | 20.00 | 16.01 | 125% |
| Returns for 10 years | 30.52 | 69.71 | 44% |
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