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OBEGX vs SCWFX
OBEGX vs SCWFX Comparison
Open Charts OBEGX vs SCWFX
Oberweis Global Opportunities Investor
Price$34.60
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets59.94M
American Funds SMALLCAP World F1
Price$73.99
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets80.82B
OBEGX vs SCWFX Comparison Chart in %
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OBEGX vs. SCWFX commentary
Sep 07, 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 Buy and SCWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 80.8B vs. OBEGX (59.9M). 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 : 19.23 vs. SCWFX (12.29). OBEGX (17.61) and SCWFX (17.50) have equivalent 5 years return.
| 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 | 16.695 | 11.656 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9M | 80.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 19.23 | 12.29 | 156% |
| Returns for 3 years | 42.09 | 36.64 | 115% |
| Returns for 5 years | 17.61 | 17.50 | 101% |
| Returns for 10 years | 23.44 | 60.59 | 39% |
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