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OBEGX vs SFCWX
OBEGX vs SFCWX Comparison
Open Charts OBEGX vs SFCWX
Oberweis Global Opportunities Investor
Price$32.80
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets63.09M
American Funds SMALLCAP World F3
Price$75.11
Change-$0.47 (-0.62%)
VolumeN/A
Net Assets79.78B
OBEGX vs SFCWX Comparison Chart in %
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OBEGX vs. SFCWX commentary
Jul 29, 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: 79.8B vs. OBEGX (63.1M). SFCWX pays higher dividends than OBEGX: SFCWX (0.94) vs OBEGX (0.00). OBEGX was incepted earlier than SFCWX: OBEGX (39 years) vs SFCWX (9 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 : 14.81 vs. SFCWX (8.30). SFCWX return over 5 years is better than : 18.84 vs. OBEGX (9.48).
| 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 | 9 years | - |
| Gain YTD | 10.624 | 9.095 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1M | 79.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.94 | - |
| Returns for 1 year | 14.81 | 8.30 | 178% |
| Returns for 3 years | 27.83 | 27.12 | 103% |
| Returns for 5 years | 9.48 | 18.84 | 50% |
| Returns for 10 years | 6.67 | N/A | - |
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