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OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$36.91
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets59.59M
American Funds SMALLCAP World F3
Price$76.06
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets82.31B
OBGIX vs SFCWX Comparison Chart in %
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OBGIX vs. SFCWX commentary
Dec 27, 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 Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.3B vs. OBGIX (59.6M). SFCWX pays higher dividends than OBGIX: SFCWX (0.88) vs OBGIX (0.00). OBGIX was incepted earlier than SFCWX: OBGIX (9 years) vs SFCWX (9 years). OBGIX (1.23) is less costly to investors than SFCWX (0.65). OBGIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. OBGIX annual gain was more profitable for investors over the last year : 19.18 vs. SFCWX (9.28). SFCWX return over 5 years is better than : -4.07 vs. OBGIX (-4.94).
| OBGIX | SFCWX | OBGIX / SFCWX | |
| Total Expense Ratio | 1.23 | 0.65 | 189% |
| Annual Report Gross Expense Ratio | 1.23 | 0.65 | 189% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 21.574 | 10.548 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.6M | 82.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.88 | - |
| Returns for 1 year | 19.18 | 9.28 | 207% |
| Returns for 3 years | 40.88 | 35.84 | 114% |
| Returns for 5 years | -4.94 | -4.07 | 122% |
| Returns for 10 years | N/A | N/A | - |
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