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OBEGX vs SMCFX
OBEGX vs SMCFX Comparison
Open Charts OBEGX vs SMCFX
Oberweis Global Opportunities Investor
Price$35.96
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets59.51M
American Funds SMALLCAP World F2
Price$76.62
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets82.31B
OBEGX vs SMCFX Comparison Chart in %
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OBEGX vs. SMCFX commentary
Dec 27, 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 Hold and SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 82.3B vs. OBEGX (59.5M). SMCFX pays higher dividends than OBEGX: SMCFX (0.78) vs OBEGX (0.00). OBEGX was incepted earlier than SMCFX: OBEGX (39 years) vs SMCFX (17 years). OBEGX (1.48) is less costly to investors than SMCFX (0.76). SMCFX has a lower initial minimum investment than OBEGX: SMCFX (250) vs OBEGX (1000). OBEGX annual gain was more profitable for investors over the last year : 18.88 vs. SMCFX (8.92). SMCFX return over 5 years is better than : -4.34 vs. OBEGX (-6.50).
| OBEGX | SMCFX | OBEGX / SMCFX | |
| Total Expense Ratio | 1.48 | 0.76 | 195% |
| Annual Report Gross Expense Ratio | 1.48 | 0.76 | 195% |
| Fund Existence | 39 years | 17 years | - |
| Gain YTD | 21.282 | 10.506 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.5M | 82.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.78 | - |
| Returns for 1 year | 18.88 | 8.92 | 212% |
| Returns for 3 years | 39.76 | 35.93 | 111% |
| Returns for 5 years | -6.50 | -4.34 | 150% |
| Returns for 10 years | 43.78 | 75.16 | 58% |
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