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OBEGX vs SFCWX
OBEGX vs SFCWX Comparison
Open Charts OBEGX vs SFCWX
Oberweis Global Opportunities Investor
Price$35.91
Change+$0.37 (+1.04%)
VolumeN/A
Net Assets59.95M
American Funds SMALLCAP World F3
Price$78.39
Change+$0.55 (+0.71%)
VolumeN/A
Net Assets82.31B
OBEGX vs SFCWX Comparison Chart in %
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OBEGX vs. SFCWX commentary
Dec 04, 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: 82.3B vs. OBEGX (59.9M). SFCWX pays higher dividends than OBEGX: SFCWX (0.88) 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 : 12.42 vs. SFCWX (7.00). SFCWX return over 5 years is better than : 4.29 vs. OBEGX (2.77).
| 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 | 19.966 | 13.366 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9M | 82.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.88 | - |
| Returns for 1 year | 12.42 | 7.00 | 178% |
| Returns for 3 years | 29.49 | 31.42 | 94% |
| Returns for 5 years | 2.77 | 4.29 | 65% |
| Returns for 10 years | 22.87 | N/A | - |
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