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OBEGX vs SMCFX
OBEGX vs SMCFX Comparison
Open Charts OBEGX vs SMCFX
Oberweis Global Opportunities Investor
Price$31.85
Change-$2.24 (-6.57%)
VolumeN/A
Net Assets58.28M
American Funds SMALLCAP World F2
Price$79.17
Change+$1.55 (+2.00%)
VolumeN/A
Net Assets82.43B
OBEGX vs SMCFX Comparison Chart in %
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OBEGX vs. SMCFX commentary
Feb 04, 2026
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 SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 82.4B vs. OBEGX (58.3M). SMCFX pays higher dividends than OBEGX: SMCFX (0.90) vs OBEGX (0.00). OBEGX was incepted earlier than SMCFX: OBEGX (39 years) vs SMCFX (18 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 (41.00). SMCFX has a lower initial minimum investment than OBEGX: SMCFX (250) vs OBEGX (1000). SMCFX annual gain was more profitable for investors over the last year : 13.74 vs. OBEGX (5.50). SMCFX return over 5 years is better than : -5.98 vs. OBEGX (-21.67).
| 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 | 18 years | - |
| Gain YTD | 1.304 | 4.792 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3M | 82.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | 5.50 | 13.74 | 40% |
| Returns for 3 years | 14.20 | 25.56 | 56% |
| Returns for 5 years | -21.67 | -5.98 | 362% |
| Returns for 10 years | 53.72 | 110.07 | 49% |
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