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OBEGX vs SFCWX
OBEGX vs SFCWX Comparison
Open Charts OBEGX vs SFCWX
Oberweis Global Opportunities Investor
Price$32.41
Change+$0.29 (+0.90%)
VolumeN/A
Net Assets62.64M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
OBEGX vs SFCWX Comparison Chart in %
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OBEGX vs. SFCWX commentary
Jul 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 SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. OBEGX (62.6M). SFCWX pays higher dividends than OBEGX: SFCWX (0.94) vs OBEGX (0.00). OBEGX was incepted earlier than SFCWX: OBEGX (39 years) vs SFCWX (8 years). OBEGX (1.48) is less costly to investors than SFCWX (0.65). OBEGX is a more actively managed with annual turnover of: 103.00 vs. SFCWX (32.00). OBEGX has a lower initial minimum investment than SFCWX: OBEGX (1000) vs SFCWX (1000000). OBEGX annual gain was more profitable for investors over the last year : 13.68 vs. SFCWX (10.80). SFCWX return over 5 years is better than : 23.80 vs. OBEGX (13.24).
| OBEGX | SFCWX | OBEGX / SFCWX | |
| Total Expense Ratio | 1.48 | 0.65 | 228% |
| Annual Report Gross Expense Ratio | 1.48 | 0.65 | 228% |
| Fund Existence | 39 years | 8 years | - |
| Gain YTD | 9.309 | 8.805 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6M | 79.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.94 | - |
| Returns for 1 year | 13.68 | 10.80 | 127% |
| Returns for 3 years | 41.65 | 36.16 | 115% |
| Returns for 5 years | 13.24 | 23.80 | 56% |
| Returns for 10 years | 9.27 | N/A | - |
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