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OBGIX vs RSLDX
OBGIX vs RSLDX Comparison
Open Charts OBGIX vs RSLDX
Oberweis Global Opportunities Instl
Price$32.81
Change-$2.16 (-6.18%)
VolumeN/A
Net Assets58.28M
American Funds SMALLCAP World R5E
Price$77.66
Change+$1.47 (+1.93%)
VolumeN/A
Net Assets82.43B
OBGIX vs RSLDX Comparison Chart in %
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OBGIX vs. RSLDX 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 OBGIX is a Buy and RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 82.4B vs. OBGIX (58.3M). RSLDX pays higher dividends than OBGIX: RSLDX (0.88) vs OBGIX (0.00). OBGIX was incepted earlier than RSLDX: OBGIX (9 years) vs RSLDX (10 years). OBGIX (1.23) is less costly to investors than RSLDX (0.80). OBGIX is a more actively managed with annual turnover of: 103.00 vs. RSLDX (41.00). RSLDX has a lower initial minimum investment than OBGIX: RSLDX (250) vs OBGIX (1000000). RSLDX annual gain was more profitable for investors over the last year : 13.62 vs. OBGIX (6.11). RSLDX return over 5 years is better than : -6.36 vs. OBGIX (-20.13).
| OBGIX | RSLDX | OBGIX / RSLDX | |
| Total Expense Ratio | 1.23 | 0.80 | 154% |
| Annual Report Gross Expense Ratio | 1.23 | 0.80 | 154% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 1.328 | 4.804 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3M | 82.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.88 | - |
| Returns for 1 year | 6.11 | 13.62 | 45% |
| Returns for 3 years | 15.45 | 25.33 | 61% |
| Returns for 5 years | -20.13 | -6.36 | 317% |
| Returns for 10 years | N/A | 107.93 | - |
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