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OBGIX vs SCWCX
OBGIX vs SCWCX Comparison
Open Charts OBGIX vs SCWCX
Oberweis Global Opportunities Instl
Price$32.81
Change-$2.16 (-6.18%)
VolumeN/A
Net Assets58.28M
American Funds SMALLCAP World C
Price$61.52
Change+$0.81 (+1.33%)
VolumeN/A
Net Assets82.43B
OBGIX vs SCWCX Comparison Chart in %
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OBGIX vs. SCWCX 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 SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 82.4B vs. OBGIX (58.3M). SCWCX pays higher dividends than OBGIX: SCWCX (0.16) vs OBGIX (0.00). OBGIX was incepted earlier than SCWCX: OBGIX (9 years) vs SCWCX (25 years). SCWCX (1.77) is less costly to investors than OBGIX (1.23). OBGIX is a more actively managed with annual turnover of: 103.00 vs. SCWCX (41.00). SCWCX has a lower initial minimum investment than OBGIX: SCWCX (250) vs OBGIX (1000000). SCWCX annual gain was more profitable for investors over the last year : 11.38 vs. OBGIX (6.11). SCWCX return over 5 years is better than : -13.28 vs. OBGIX (-20.13).
| OBGIX | SCWCX | OBGIX / SCWCX | |
| Total Expense Ratio | 1.23 | 1.77 | 69% |
| Annual Report Gross Expense Ratio | 1.23 | 1.77 | 69% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 1.328 | 4.697 | 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 | 0.16 | - |
| Returns for 1 year | 6.11 | 11.38 | 54% |
| Returns for 3 years | 15.45 | 20.45 | 76% |
| Returns for 5 years | -20.13 | -13.28 | 152% |
| Returns for 10 years | N/A | 79.67 | - |
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