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OBEGX vs SMCFX
OBEGX vs SMCFX Comparison
Open Charts OBEGX vs SMCFX
Oberweis Global Opportunities Investor
Price$34.68
Change+$0.25 (+0.73%)
VolumeN/A
Net Assets58.12M
American Funds SMALLCAP World F2
Price$76.90
Change+$0.28 (+0.37%)
VolumeN/A
Net Assets80.43B
OBEGX vs SMCFX Comparison Chart in %
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OBEGX vs. SMCFX commentary
Sep 28, 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: 80.4B vs. OBEGX (58.1M). SMCFX pays higher dividends than OBEGX: SMCFX (0.81) 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). OBEGX is a more actively managed with annual turnover of: 103.00 vs. SMCFX (32.00). 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 : 12.49 vs. SMCFX (6.06). OBEGX return over 5 years is better than : 20.00 vs. SMCFX (18.07).
| 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 | 16.965 | 10.910 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.1M | 80.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.81 | - |
| Returns for 1 year | 12.49 | 6.06 | 206% |
| Returns for 3 years | 52.64 | 46.32 | 114% |
| Returns for 5 years | 20.00 | 18.07 | 111% |
| Returns for 10 years | 30.52 | 75.84 | 40% |
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