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OBGIX vs RSLDX
OBGIX vs RSLDX Comparison
Open Charts OBGIX vs RSLDX
Oberweis Global Opportunities Instl
Price$36.47
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets59.44M
American Funds SMALLCAP World R5E
Price$76.86
Change-$0.21 (-0.27%)
VolumeN/A
Net Assets83.25B
OBGIX vs RSLDX Comparison Chart in %
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OBGIX vs. RSLDX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 83.3B vs. OBGIX (59.4M). RSLDX pays higher dividends than OBGIX: RSLDX (0.76) 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 : 12.69 vs. RSLDX (6.84). OBGIX return over 5 years is better than : 4.49 vs. RSLDX (3.56).
| 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 | 20.224 | 13.225 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.4M | 83.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.76 | - |
| Returns for 1 year | 12.69 | 6.84 | 185% |
| Returns for 3 years | 30.50 | 31.03 | 98% |
| Returns for 5 years | 4.49 | 3.56 | 126% |
| Returns for 10 years | N/A | 65.95 | - |
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