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OBEGX vs SFCWX
OBEGX vs SFCWX Comparison
Open Charts OBEGX vs SFCWX
Oberweis Global Opportunities Investor
Price$30.55
Change-$0.50 (-1.61%)
VolumeN/A
Net Assets59.2M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
OBEGX vs SFCWX Comparison Chart
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OBEGX vs. SFCWX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.5B vs. OBEGX (59.2M). SFCWX pays higher dividends than OBEGX: SFCWX (0.96) vs OBEGX (0.00). OBEGX was incepted earlier than SFCWX: OBEGX (38 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 : 8.87 vs. SFCWX (5.19). SFCWX return over 5 years is better than : 24.23 vs. OBEGX (13.99).
| OBEGX | SFCWX | OBEGX / SFCWX | |
| Total Expense Ratio | 1.48 | 0.65 | 228% |
| Annual Report Gross Expense Ratio | 1.48 | 0.65 | 228% |
| Fund Existence | 38 years | 8 years | - |
| Gain YTD | 3.035 | 3.590 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2M | 75.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.96 | - |
| Returns for 1 year | 8.87 | 5.19 | 171% |
| Returns for 3 years | 32.83 | 31.20 | 105% |
| Returns for 5 years | 13.99 | 24.23 | 58% |
| Returns for 10 years | 0.23 | N/A | - |
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