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OBGIX vs RSLDX
OBGIX vs RSLDX Comparison
Open Charts OBGIX vs RSLDX
Oberweis Global Opportunities Instl
Price$35.68
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets57.84M
American Funds SMALLCAP World R5E
Price$76.35
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets81.6B
OBGIX vs RSLDX Comparison Chart in %
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OBGIX vs. RSLDX commentary
Nov 14, 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 OBGIX is a Buy and RSLDX is a Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 81.6B vs. OBGIX (57.8M). RSLDX pays higher dividends than OBGIX: RSLDX (0.78) 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 (32.00). RSLDX has a lower initial minimum investment than OBGIX: RSLDX (250) vs OBGIX (1000000). OBGIX annual gain was more profitable for investors over the last year : 11.64 vs. RSLDX (7.72). OBGIX return over 5 years is better than : 9.18 vs. RSLDX (8.49).
| 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 | 17.523 | 12.167 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 81.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.78 | - |
| Returns for 1 year | 11.64 | 7.72 | 151% |
| Returns for 3 years | 35.31 | 31.61 | 112% |
| Returns for 5 years | 9.18 | 8.49 | 108% |
| Returns for 10 years | N/A | N/A | - |